NI

Natural Investments Portfolio holdings

AUM $403M
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$163M

Top Sells

No sells this quarter

Sector Composition

1 Technology 50.71%
2 Financials 49.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$163M 50.71%
+525,773
2
$159M 49.29%
2,191,192