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
$321M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1 +$607K
2 +$573K
3 +$539K
4
AMGN icon
Amgen
AMGN
+$405K
5
ABT icon
Abbott
ABT
+$281K

Top Sells

1 +$5.21M
2 +$1.06M
3 +$623K
4
GLD icon
SPDR Gold Trust
GLD
+$229K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$205K

Sector Composition

1 Technology 17.6%
2 Healthcare 14.33%
3 Financials 11.2%
4 Communication Services 10.73%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-325
327
$0 ﹤0.01%
+6
328
$0 ﹤0.01%
19
329
$0 ﹤0.01%
6,000
330
$0 ﹤0.01%
+3