NC

Naman Capital Portfolio holdings

AUM $308M
1-Year Est. Return 7.08%
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$25M
3
+$9.17M
4
DIS icon
Walt Disney
DIS
+$7.68M
5
ORCL icon
Oracle
ORCL
+$7.22M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 21.66%
2 Healthcare 16.68%
3 Consumer Staples 14.12%
4 Technology 11.24%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 21.66%
+486,720
2
$25M 21.28%
+300,000
3
$9.17M 7.81%
+125,760
4
$7.68M 6.54%
+70,000
5
$7.22M 6.15%
+160,000
6
$6.11M 5.2%
+147,560
7
$6.05M 5.15%
+80,000
8
$5.98M 5.09%
+105,000
9
$5.86M 4.99%
+88,800
10
$4.3M 3.67%
+68,800
11
$4.3M 3.67%
+100,000
12
$3.42M 2.91%
+63,900
13
$3.06M 2.61%
+10
14
$2.99M 2.55%
+27,100
15
$858K 0.73%
+4,200