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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
$192M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$8.33M
2 +$8M
3 +$7.86M
4
AMZN icon
Amazon
AMZN
+$2.95M
5
MSFT icon
Microsoft
MSFT
+$2.52M

Top Sells

1 +$5.72M
2 +$5.67M
3 +$5.18M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5M
5
CTAS icon
Cintas
CTAS
+$2.12M

Sector Composition

1 Technology 32.93%
2 Consumer Discretionary 14.09%
3 Financials 14.04%
4 Industrials 12.56%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,660
52
-1,750
53
-20,513
54
-2,050
55
-7,618
56
-2,175