NRD
Nebula Research & Development Portfolio holdings
AUM
$1.17B
1-Year Return
15.19%
This Quarter Return
+7.19%
1 Year Return
+15.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$836M
AUM Growth
+$219M
(+35%)
Cap. Flow
+$193M
Cap. Flow
% of AUM
23.06%
Top 10 Holdings %
Top 10 Hldgs %
4.49%
Holding
1,220
New
441
Increased
247
Reduced
213
Closed
319
Top Buys
| 1 |
Microsoft
MSFT
|
$3.77M |
| 2 |
Allstate
ALL
|
$3.76M |
| 3 |
Visa
V
|
$3.75M |
| 4 |
Tapestry
TPR
|
$3.75M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$3.74M |
Top Sells
| 1 |
Bank of America
BAC
|
$2.82M |
| 2 |
Coca-Cola
KO
|
$2.82M |
| 3 |
General Dynamics
GD
|
$2.82M |
| 4 |
Oracle
ORCL
|
$2.81M |
| 5 |
Hamilton Lane
HLNE
|
$2.8M |
Sector Composition
| 1 | Technology | 16.56% |
| 2 | Industrials | 15.71% |
| 3 | Consumer Discretionary | 15.64% |
| 4 | Healthcare | 12.99% |
| 5 | Financials | 10.31% |
