NCM

Narwhal Capital Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$4.92M
3 +$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.7%
2 Energy 12.06%
3 Technology 11.59%
4 Materials 11.38%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$213K 0.1%
+3,200
127
$203K 0.1%
+4,300
128
$180K 0.09%
+4,000
129
$171K 0.08%
+10,000