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
$123M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$4.62M
3
+$4.22M

Top Sells

1
+$3.92M
2
+$2.05M

Sector Composition

1 Technology 35.79%
2 Healthcare 19.68%
3 Financials 17.94%
4 Communication Services 15.06%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 13.47%
200,000
2
$15.4M 12.53%
75,000
3
$12M 9.79%
260,000
+100,000
4
$9.59M 7.81%
86,000
5
$9.39M 7.65%
160,000
6
$9.28M 7.56%
125,760
7
$8.9M 7.25%
+120,000
8
$7.25M 5.91%
75,000
9
$7.14M 5.82%
40,000
10
$5.49M 4.47%
147,560
-105,400
11
$4.22M 3.44%
+50,000
12
$3.96M 3.23%
63,900
13
$3.19M 2.6%
100,000
14
$2.77M 2.25%
52,300
15
$2.67M 2.18%
10
16
$2.54M 2.07%
40,000
17
$2.43M 1.98%
100,000
18
– –
-17,940