NCM

Nelson Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 32.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.88M
3
+$6.43M
4
IBM icon
IBM
IBM
+$4.23M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.21M

Top Sells

1
+$7.03M
2
+$3.61M
3
+$3.51M
4
COST icon
Costco
COST
+$3.32M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.24M

Sector Composition

1 Technology 14.42%
2 Consumer Staples 10.32%
3 Communication Services 10.06%
4 Healthcare 9.86%
5 Financials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
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