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
$386M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.49M
3 +$1.27M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
BUD icon
AB InBev
BUD
+$1.18M

Top Sells

1 +$2.55M
2 +$1.11M
3 +$935K
4
TAP icon
Molson Coors Class B
TAP
+$863K
5
AYI icon
Acuity Brands
AYI
+$741K

Sector Composition

1 Technology 12.23%
2 Financials 12.12%
3 Materials 11.91%
4 Healthcare 10.57%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-39,190
152
-1,543