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
$225M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.01M
3 +$689K
4
WM
WASHINGTON MUTUAL,INC
WM
+$97.9K
5
PEP icon
PepsiCo
PEP
+$69.6K

Top Sells

1 +$729K
2 +$258K
3 +$183K
4
EIX icon
Edison International
EIX
+$168K
5
KO icon
Coca-Cola
KO
+$161K

Sector Composition

1 Technology 20.68%
2 Financials 13.23%
3 Industrials 10.88%
4 Consumer Staples 10.24%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-18
227
$0 ﹤0.01%
1
-2
228
$0 ﹤0.01%
2
229
-250
230
$0 ﹤0.01%
75
231
$0 ﹤0.01%
6,000
232
-175
233
$0 ﹤0.01%
30