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
$265M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$4.69M
2 +$4.62M
3 +$4.3M
4
TWX
Time Warner Inc
TWX
+$4.09M
5
CRM icon
Salesforce
CRM
+$4.08M

Top Sells

1 +$4.37M
2 +$2.77M
3 +$2.52M
4
RAX
Rackspace Hosting Inc
RAX
+$1.87M
5
AXP icon
American Express
AXP
+$213K

Sector Composition

1 Technology 18.51%
2 Financials 12.8%
3 Industrials 11.33%
4 Energy 11.11%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
30
327
$0 ﹤0.01%
+48
328
$0 ﹤0.01%
+2