NCMG

NCM Capital Management Group Portfolio holdings

AUM $8.24M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.78M
2 +$5.68M
3 +$3.43M
4
IBM icon
IBM
IBM
+$3.32M
5
WOLF icon
Wolfspeed
WOLF
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.74%
2 Healthcare 17.17%
3 Industrials 12.35%
4 Consumer Discretionary 11.79%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$72K 0.06%
+1,800
102
$61K 0.05%
+875
103
$59K 0.05%
+2,075
104
$21K 0.02%
+3,475