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
$167M
AUM Growth
-$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$1.48M

Top Sells

1
+$85.3M
2
+$11.4M
3
+$4.97M
4
WALD icon
Waldencast
WALD
+$75.6K

Sector Composition

1 Energy 23.01%
2 Financials 12.52%
3 Technology 12.22%
4 Communication Services 6.45%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 24.43%
233,316
+105,466
2
$37M 22.12%
14,079,999
3
$28.6M 17.1%
48,837
-145,563
4
$14.1M 8.45%
31,200
5
$10.5M 6.25%
24,800
-11,800
6
$10M 5.97%
60,000
7
$7.62M 4.55%
40,000
8
$6.81M 4.07%
10
9
$3.67M 2.19%
912,423
-18,812
10
$3.49M 2.08%
344,547
11
$3.18M 1.9%
16,800
-60,000
12
$1.48M 0.88%
+271,941