NCM

Nelson Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.79%
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 +$703K
2 +$471K
3 +$334K
4
INGR icon
Ingredion
INGR
+$290K
5
EIX icon
Edison International
EIX
+$205K

Top Sells

1 +$3.04M
2 +$160K
3 +$133K
4
MCD icon
McDonald's
MCD
+$90.3K
5
MSFT icon
Microsoft
MSFT
+$52.6K

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
-150
227
-1,150