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
$100M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.4M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$100M 100%
2,090,092
-50,169