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
$435M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$3.21M
3 +$529K
4
UNH icon
UnitedHealth
UNH
+$433K
5
SLB icon
SLB Limited
SLB
+$339K

Sector Composition

1 Technology 16.18%
2 Healthcare 12.73%
3 Consumer Discretionary 8.78%
4 Consumer Staples 8.45%
5 Financials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,000
302
-420
303
$0 ﹤0.01%
6,000
304
$0 ﹤0.01%
8