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
$509M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$206M

Sector Composition

1 Financials 34.3%
2 Industrials 23.03%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$175M 34.3%
2,191,192
2
$117M 23.03%
989,295
3
-525,773