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
$236M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$14M

Top Sells

1
+$5.65M
2
+$5.44M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.58M
5
WALD icon
Waldencast
WALD
+$3.59K

Sector Composition

1 Energy 23.35%
2 Technology 11.73%
3 Communication Services 9.05%
4 Financials 7.98%
5 Consumer Staples 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 44.87%
194,400
-9,990
2
$55.1M 23.35%
14,079,999
3
$16.4M 6.94%
36,600
-8,400
4
$14M 5.93%
+76,800
5
$12.7M 5.38%
31,200
-8,800
6
$11.3M 4.79%
80,000
-40,000
7
$7.34M 3.11%
40,000
8
$6.12M 2.6%
10
9
$3.59M 1.52%
999,000
-1,000
10
$3.54M 1.5%
344,547