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
$468M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$3.67M
3 +$3.45M
4
XYL icon
Xylem
XYL
+$2.6M
5
DNMR
Danimer Scientific, Inc.
DNMR
+$1.72M

Top Sells

1 +$3.9M
2 +$2.56M
3 +$2.52M
4
MSFT icon
Microsoft
MSFT
+$1.49M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M

Sector Composition

1 Technology 19.01%
2 Consumer Staples 8.27%
3 Healthcare 7.27%
4 Communication Services 7.1%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,400
102
-179,509
103
-36,308