NCM

Nelson Capital Management Portfolio holdings

AUM $756M
1-Year Est. Return 23.62%
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$755K
2 +$481K
3 +$345K
4
INGR icon
Ingredion
INGR
+$294K
5
EIX icon
Edison International
EIX
+$200K

Top Sells

1 +$2.74M
2 +$160K
3 +$133K
4
MCD icon
McDonald's
MCD
+$89K
5
NOK icon
Nokia
NOK
+$64.9K

Sector Composition

1 Technology 21.58%
2 Financials 11.59%
3 Industrials 11.16%
4 Consumer Staples 11.1%
5 Energy 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
+75
227
$0 ﹤0.01%
+6,000