NCM
Nelson Capital Management Portfolio holdings
AUM
$756M
1-Year Return
23.62%
This Quarter Return
+0.27%
1 Year Return
+23.62%
3 Year Return
+114.69%
5 Year Return
+156.47%
10 Year Return
+357.98%
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.61%
Holding
225
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Diageo
DEO
|
$7.19M |
| 2 |
Invesco
IVZ
|
$7.04M |
| 3 |
Chevron
CVX
|
$6.43M |
| 4 |
Verizon
VZ
|
$6.43M |
| 5 |
Costco
COST
|
$6.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.69% |
| 2 | Financials | 12.17% |
| 3 | Consumer Staples | 11.09% |
| 4 | Industrials | 10.26% |
| 5 | Energy | 9.62% |
