NCM

Neumann Capital Management Portfolio holdings

AUM $342M
1-Year Est. Return 21.02%
This Quarter Est. Return
1 Year Est. Return
+21.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$980K
3 +$354K
4
AMZN icon
Amazon
AMZN
+$342K
5
NOC icon
Northrop Grumman
NOC
+$308K

Sector Composition

1 Technology 19.5%
2 Financials 4.69%
3 Healthcare 4.55%
4 Communication Services 3.97%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-600
102
-534