NCM
Nelson Capital Management Portfolio holdings
AUM
$756M
1-Year Est. Return
23.62%
1 Year Est. Return
+23.62%
AUM
$756M
AUM Growth
+$178M
(+31%)
Holding
104
Top Buys
| 1 | +$92.9M | |
| 2 | +$7.59M | |
| 3 | +$4.96M | |
| 4 |
Stryker
SYK
|
+$1.61M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$836K |
Top Sells
| 1 | +$4.8M | |
| 2 | +$4.78M | |
| 3 | +$4.62M | |
| 4 |
Pfizer
PFE
|
+$2M |
| 5 |
PepsiCo
PEP
|
+$330K |
Sector Composition
| 1 | Technology | 45.82% |
| 2 | Financials | 5.57% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Communication Services | 3.54% |
| 5 | Healthcare | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Caribou Biosciences
CRBU
$245M
| $107K | 0.01% |
85,020
|
|
||
102
Kimberly-Clark
KMB
$40.3B
| – | – |
-1,480
|
|
||
|
103
PepsiCo
PEP
$210B
| – | – |
-2,199
|
|
||
104
UnitedHealth
UNH
$323B
| – | – |
-9,121
|
|