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
$295M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$3.18M
3 +$715K
4
QCOM icon
Qualcomm
QCOM
+$375K
5
COST icon
Costco
COST
+$206K

Top Sells

1 +$6.87M
2 +$5.11M
3 +$3.37M
4
AMZN icon
Amazon
AMZN
+$238K
5
WFM
Whole Foods Market Inc
WFM
+$191K

Sector Composition

1 Technology 18.79%
2 Healthcare 14.39%
3 Consumer Staples 9.71%
4 Consumer Discretionary 9.32%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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