NCM

Next Capital Management Portfolio holdings

AUM $300M
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 3.61%
2 Financials 3.15%
3 Technology 2.74%
4 Healthcare 2.6%
5 Industrials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
+64
227
$1K ﹤0.01%
+19
228
0
229
0