NCM
Narwhal Capital Management Portfolio holdings
AUM
$1.25B
This Quarter Return
+4.33%
1 Year Return
+16.85%
3 Year Return
+85.16%
5 Year Return
+142.35%
10 Year Return
+320.31%
AUM
$238M
AUM Growth
+$238M
(+2.4%)
Cap. Flow
-$2.69M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
28.99%
Holding
142
New
11
Increased
39
Reduced
29
Closed
9
Top Buys
| 1 |
Micron Technology
MU
|
$1.65M |
| 2 |
Verizon
VZ
|
$1.26M |
| 3 |
Citigroup
C
|
$1.11M |
| 4 |
NMA
NUVEEN MUNI ADVANTAGE FUND
NMA
|
$1.02M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$946K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.74M |
| 2 |
Oracle
ORCL
|
$1.88M |
| 3 |
General Motors
GM
|
$1.29M |
| 4 |
IBM
IBM
|
$1.29M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.25M |
Sector Composition
| 1 | Materials | 14.1% |
| 2 | Healthcare | 11.67% |
| 3 | Energy | 10.82% |
| 4 | Technology | 10.57% |
| 5 | Industrials | 9.82% |
