NC
Naman Capital Portfolio holdings
AUM
$308M
1-Year Est. Return
7.08%
1 Year Est. Return
+7.08%
AUM
$255M
AUM Growth
+$87.4M
(+52%)
Holding
13
Top Buys
| 1 | +$56.3M | |
| 2 | +$24.1M | |
| 3 | +$10.8M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.69M |
Sector Composition
| 1 | Energy | 17.58% |
| 2 | Financials | 9.66% |
| 3 | Communication Services | 4.53% |
| 4 | Technology | 3.65% |
| 5 | Materials | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $96.8M | 37.99% |
558,556
+325,240
|
|
||
2
Ultrapar
UGP
$4.24B
| $43.4M | 17.02% |
14,079,999
|
|
||
3
SPDR S&P 500 ETF Trust
SPY
$679B
| $38.1M | 14.97% |
68,191
+19,354
|
|
||
4
iShare MSCI Eurozone ETF
EZU
$7.97B
| $24.1M | 9.44% |
+451,750
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.03T
| $16.6M | 6.52% |
31,200
|
|
||
6
Microsoft
MSFT
$3.84T
| $9.31M | 3.65% |
24,800
|
|
||
|
7
Berkshire Hathaway Class A
BRK.A
$1.02T
| $7.98M | 3.13% |
10
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.43T
| $6.25M | 2.45% |
40,000
|
|
||
|
9
Alphabet (Google) Class A
GOOGL
$3.42T
| $5.29M | 2.08% |
34,200
+17,400
|
|
||
10
Suzano
SUZ
$11.2B
| $3.2M | 1.26% |
344,547
|
|
||
11
Waldencast
WALD
$218M
| $2.33M | 0.91% |
776,722
-135,701
|
|
||
12
Cosan
CSAN
$2.14B
| $1.42M | 0.56% |
271,941
|
|
||
13
Oracle
ORCL
$735B
| – | – |
-60,000
|
|