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NatWest Group Portfolio holdings

AUM $405M
1-Year Est. Return 47.52%
This Quarter Est. Return
1 Year Est. Return
+47.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$1.92M
3 +$1.26M
4
JPM icon
JPMorgan Chase
JPM
+$1.14M
5
AMGN icon
Amgen
AMGN
+$1.04M

Top Sells

1 +$4.32M
2 +$2.89M
3 +$1.71M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
MMC icon
Marsh & McLennan
MMC
+$906K

Sector Composition

1 Technology 28.31%
2 Financials 20.4%
3 Consumer Discretionary 11.79%
4 Industrials 9.68%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$356K 0.19%
2,050
52
$348K 0.19%
1,750
53
$269K 0.14%
1,640
54
$260K 0.14%
2,000
55
$245K 0.13%
3,593
56
$233K 0.13%
3,439
-115
57
$224K 0.12%
2,960
58
$209K 0.11%
2,200
59
-6,440