NI
Natural Investments Portfolio holdings
AUM
$387M
This Quarter Return
-6.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-41%)
Cap. Flow
-$147M
Cap. Flow
% of AUM
-62.55%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
1
Closed
1
Top Buys
| 1 |
Kemper
KMPR
|
$9.94K |
Top Sells
| 1 |
Curtiss-Wright
CW
|
$119M |
Sector Composition
| 1 | Financials | 53.46% |
| 2 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Kemper
KMPR
$3.37B
| $126M | 53.46% | 2,140,261 +169 | +0% | +$9.94K |
|
|
2
Curtiss-Wright
CW
$18B
| – | – | -941,821 | Closed | -$119M |
|