NC
Naman Capital Portfolio holdings
AUM
$356M
1-Year Est. Return
13.75%
1 Year Est. Return
+13.75%
AUM
$308M
AUM Growth
+$53M
(+21%)
Holding
13
Sector Composition
| 1 | Energy | 15.45% |
| 2 | Financials | 8.47% |
| 3 | Communication Services | 4.26% |
| 4 | Technology | 4.01% |
| 5 | Materials | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
| $89.1M | 28.95% |
490,199
-68,357
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$667B
| $87.6M | 28.45% |
141,721
+73,530
|
|
||
3
Ultrapar
UGP
$4.46B
| $46.2M | 15.01% |
14,079,999
|
|
||
4
iShare MSCI Eurozone ETF
EZU
$8.06B
| $26.9M | 8.73% |
451,750
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $15.2M | 4.93% |
31,200
|
|
||
6
Microsoft
MSFT
$3.79T
| $12.3M | 4.01% |
24,800
|
|
||
|
7
Berkshire Hathaway Class A
BRK.A
$1.1T
| $7.29M | 2.37% |
10
|
|
||
8
Alphabet (Google) Class C
GOOG
$3.34T
| $7.1M | 2.31% |
40,000
|
|
||
|
9
Alphabet (Google) Class A
GOOGL
$3.34T
| $6.03M | 1.96% |
34,200
|
|
||
10
Visa
V
$637B
| $3.62M | 1.18% |
+10,200
|
|
||
11
Suzano
SUZ
$11B
| $3.24M | 1.05% |
344,547
|
|
||
12
Waldencast
WALD
$232M
| $1.9M | 0.62% |
776,722
|
|
||
13
Cosan
CSAN
$7.33B
| $1.37M | 0.45% |
271,941
|
|