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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
$176M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$445K
2 +$426K
3 +$407K
4
AMGN icon
Amgen
AMGN
+$401K
5
ORLY icon
O'Reilly Automotive
ORLY
+$332K

Top Sells

1 +$897K
2 +$355K
3 +$267K
4
MCK icon
McKesson
MCK
+$261K
5
JCI icon
Johnson Controls International
JCI
+$236K

Sector Composition

1 Technology 28.03%
2 Financials 19.79%
3 Consumer Discretionary 12.15%
4 Healthcare 9.92%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,593