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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
$470M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$18.4M
3 +$15.9M
4
NDAQ icon
Nasdaq
NDAQ
+$14.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M

Top Sells

1 +$17.8M
2 +$16.1M
3 +$9.86M
4
MSFT icon
Microsoft
MSFT
+$3.55M
5
AAPL icon
Apple
AAPL
+$2.49M

Sector Composition

1 Technology 21%
2 Consumer Discretionary 18.87%
3 Industrials 15.17%
4 Financials 12.5%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$259K 0.06%
+2,230
77
$252K 0.05%
+1,000
78
$246K 0.05%
+5,589
79
$215K 0.05%
1,750
80
$202K 0.04%
3,508
81
-1,229
82
-2,773