DIGDR

Dynamo Internacional Gestao de Recursos Portfolio holdings

AUM $264M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$21M

Top Sells

1
+$45.9M
2
+$15.4M
3
+$13.7M
4
APPF icon
AppFolio
APPF
+$12.1M
5
LIN icon
Linde
LIN
+$11.4M

Sector Composition

1 Financials 57.11%
2 Consumer Discretionary 25.94%
3 Technology 8.64%
4 Materials 8.32%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$336M 56.54%
28,196,937
-259,151
2
$153M 25.68%
101,057
+41,789
3
$50.9M 8.55%
6,228,771
-189,495
4
$40.1M 6.74%
3,289,483
+1,724,184
5
$5.75M 0.97%
450,000
6
$3.13M 0.53%
49,169
-242,015
7
– –
-38,850
8
– –
-34,573
9
– –
-110,148
10
– –
-69,765
11
– –
-48,032
12
– –
-100,076
13
– –
-23,047
14
– –
-27,641
15
– –
0
16
– –
-256,230
17
– –
-11,467
18
– –
-810,000
19
– –
-269,999
20
– –
-86,679
21
– –
-6,708,798