NM
Nokota Management Portfolio holdings
AUM
$100M
This Quarter Return
+1.88%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$542M
AUM Growth
–
Cap. Flow
+$542M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
68
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goodyear
GT
|
$25.2M |
| 2 |
CPWR
COMPUWARE CORP
CPWR
|
$21.2M |
| 3 |
Booking.com
BKNG
|
$19.9M |
| 4 |
PLCM
POLYCOM INC
PLCM
|
$15.5M |
| 5 |
RATE
Bankrate Inc
RATE
|
$15.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 17.79% |
| 2 | Technology | 17.63% |
| 3 | Industrials | 15.16% |
| 4 | Financials | 8.22% |
| 5 | Materials | 7.85% |
