NAM

Netols Asset Management Portfolio holdings

AUM $445M
1-Year Est. Return 26.06%
This Quarter Est. Return
1 Year Est. Return
+26.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$4.57M
3 +$2.61M
4
IPI icon
Intrepid Potash
IPI
+$2.6M
5
SXT icon
Sensient Technologies
SXT
+$2.05M

Sector Composition

1 Consumer Discretionary 17.29%
2 Industrials 15.27%
3 Financials 14.89%
4 Technology 13.1%
5 Healthcare 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.48M 1.26%
473,277
-13,343
52
$6.42M 1.25%
90,413
-10,028
53
$6.28M 1.22%
+185,027
54
$6.28M 1.22%
73,832
-2,104
55
$6.23M 1.21%
224,353
-6,394
56
$5.58M 1.09%
157,536
-4,475
57
$5.46M 1.06%
385,139
-10,880
58
$5.41M 1.05%
139,034
+30,917
59
$5.38M 1.05%
161,157
-4,566
60
$5.37M 1.05%
563,680
-15,935
61
$5.34M 1.04%
58,546
-1,647
62
$5.15M 1%
53,435
-1,502
63
$4.73M 0.92%
105,265
-2,974
64
$4.57M 0.89%
551,119
+35,971
65
$4.51M 0.88%
968,452
-95,819
66
$4.01M 0.78%
185,969
-46,241
67
$3.98M 0.77%
617,587
-17,549
68
$3.77M 0.74%
+648,598
69
$2.46M 0.48%
743,997
-22,635
70
$1.61M 0.31%
13,912
-22,523
71
$990K 0.19%
+111,540
72
-434,281
73
-190,527
74
-226,702