NCM
Narwhal Capital Management Portfolio holdings
AUM
$1.25B
1-Year Return
16.85%
This Quarter Return
+5.25%
1 Year Return
+16.85%
3 Year Return
+85.16%
5 Year Return
+142.35%
10 Year Return
+320.31%
AUM
$435M
AUM Growth
+$31.6M
(+7.8%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
28.37%
Holding
157
New
10
Increased
69
Reduced
42
Closed
10
Top Buys
| 1 |
UnitedHealth
UNH
|
$2.74M |
| 2 |
Abbott
ABT
|
$2.62M |
| 3 |
Johnson Controls International
JCI
|
$1.88M |
| 4 |
Apple
AAPL
|
$1.72M |
| 5 |
Procter & Gamble
PG
|
$1.52M |
Top Sells
| 1 |
Vulcan Materials
VMC
|
$10.4M |
| 2 |
HCA Healthcare
HCA
|
$1.92M |
| 3 |
CVS Health
CVS
|
$1.86M |
| 4 |
Walt Disney
DIS
|
$1.76M |
| 5 |
CELG
Celgene Corp
CELG
|
$1.29M |
Sector Composition
| 1 | Technology | 14.1% |
| 2 | Financials | 12.7% |
| 3 | Healthcare | 10.25% |
| 4 | Industrials | 9.4% |
| 5 | Communication Services | 8.84% |
