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
$271M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$1.93M
3 +$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M
5
AXP icon
American Express
AXP
+$1.17M

Top Sells

1 +$1.73M
2 +$1.68M
3 +$1.13M
4
BHP icon
BHP
BHP
+$1.04M
5
BP icon
BP
BP
+$988K

Sector Composition

1 Materials 13.93%
2 Healthcare 12.52%
3 Financials 11.48%
4 Technology 10.61%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,750
127
-44,800
128
-5,722
129
-31,600
130
-8,625
131
-22,255
132
-6,300