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
$195M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$7.19M
2 +$7.04M
3 +$6.43M
4
VZ icon
Verizon
VZ
+$6.43M
5
COST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$4K ﹤0.01%
+79
202
$3K ﹤0.01%
+76
203
$3K ﹤0.01%
+125
204
$2K ﹤0.01%
+64
205
$2K ﹤0.01%
+100
206
$2K ﹤0.01%
+40
207
$2K ﹤0.01%
+250
208
$1K ﹤0.01%
+26
209
$1K ﹤0.01%
+68
210
$1K ﹤0.01%
+130
211
$1K ﹤0.01%
+18
212
$1K ﹤0.01%
+12
213
$1K ﹤0.01%
+30
214
$1K ﹤0.01%
+9
215
$0 ﹤0.01%
+10