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
$210M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$481K
3
+$345K
4
INGR icon
Ingredion
INGR
+$294K
5
EIX icon
Edison International
EIX
+$200K

Top Sells

1
+$2.74M
2
+$160K
3
+$133K
4
MCD icon
McDonald's
MCD
+$89K
5
NOK icon
Nokia
NOK
+$64.9K

Sector Composition

1 Technology 21.58%
2 Financials 11.59%
3 Industrials 11.16%
4 Consumer Staples 11.1%
5 Energy 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
1,000
127
$25K 0.01%
500
128
$24K 0.01%
246
129
$23K 0.01%
460
130
$23K 0.01%
356
131
$22K 0.01%
450
132
$21K 0.01%
50
133
$21K 0.01%
275
134
$21K 0.01%
400
-400
135
$21K 0.01%
200
136
$21K 0.01%
485
137
$20K 0.01%
556
138
$19K 0.01%
1,116
139
$18K 0.01%
100
140
$18K 0.01%
216
141
$18K 0.01%
280
142
$18K 0.01%
500
143
$17K 0.01%
713
144
$17K 0.01%
1,000
145
$17K 0.01%
186
146
$17K 0.01%
762
147
$16K 0.01%
162
148
$16K 0.01%
200
149
$16K 0.01%
147
150
$16K 0.01%
70
-62
4 5
6
7 8