NRD
Nebula Research & Development Portfolio holdings
AUM
$1.17B
1-Year Return
15.19%
This Quarter Return
+8.94%
1 Year Return
+15.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
+$142M
(+75%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
40.5%
Top 10 Holdings %
Top 10 Hldgs %
4.82%
Holding
913
New
440
Increased
113
Reduced
66
Closed
294
Top Buys
| 1 |
Schlumberger
SLB
|
$1.61M |
| 2 |
Idacorp
IDA
|
$1.6M |
| 3 |
Bank of America
BAC
|
$1.6M |
| 4 |
Gartner
IT
|
$1.6M |
| 5 |
Glaukos
GKOS
|
$1.59M |
Top Sells
| 1 |
Intuit
INTU
|
$968K |
| 2 |
Archer Daniels Midland
ADM
|
$967K |
| 3 |
HCA Healthcare
HCA
|
$966K |
| 4 |
Abbott
ABT
|
$966K |
| 5 |
S&P Global
SPGI
|
$965K |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Healthcare | 14.67% |
| 3 | Industrials | 14.57% |
| 4 | Consumer Discretionary | 11.29% |
| 5 | Financials | 9.21% |
