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
$295M
AUM Growth
+$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$6.08M

Top Sells

1
+$15.4M
2
+$10.9M
3
+$2.98M
4
SUZ icon
Suzano
SUZ
+$120K

Sector Composition

1 Consumer Discretionary 53.4%
2 Financials 31.62%
3 Materials 12.4%
4 Technology 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$103B
$158M 51.41%
80,816
+4,132
NU icon
2
Nu Holdings
NU
$72.5B
$93.4M 30.44%
9,118,415
-290,810
VALE icon
3
Vale
VALE
$47.4B
$25.4M 8.28%
2,545,990
-1,538,822
RIO icon
4
Rio Tinto
RIO
$111B
$7.6M 2.48%
126,459
+101,212
VTEX icon
5
VTEX
VTEX
$762M
$7.6M 2.48%
1,498,221
-2,157,761
SUZ icon
6
Suzano
SUZ
$11B
$3.62M 1.18%
389,234
-12,885