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
$297M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$466K
2 +$356K
3 +$352K
4
CSX icon
CSX Corp
CSX
+$270K
5
STZ icon
Constellation Brands
STZ
+$254K

Top Sells

1 +$6.59M
2 +$3.56M
3 +$2.38M
4
AAPL icon
Apple
AAPL
+$142K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$102K

Sector Composition

1 Technology 19.14%
2 Healthcare 13.46%
3 Financials 10.55%
4 Consumer Staples 9.55%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$29K 0.01%
164
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$28K 0.01%
558
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$28K 0.01%
720
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$28K 0.01%
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-16
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159
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360
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$22K 0.01%
200