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
$397M
AUM Growth
-$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.11M
2 +$1.16M

Sector Composition

1 Financials 35.97%
2 Industrials 29.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$143M 35.97%
2,140,092
-17,300
2
$119M 29.9%
941,821
-24,674