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
$435M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$2.62M
3 +$1.88M
4
AAPL icon
Apple
AAPL
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.52M

Top Sells

1 +$10.4M
2 +$1.92M
3 +$1.86M
4
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,375
152
-2,303
153
-2,580
154
-2,579
155
-2,350
156
-2,778
157
-8,840