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NCMW

Northern Capital Management (Washington) Portfolio holdings

AUM $235M
1-Year Est. Return 26.11%
This Fund
S&P 500
This Quarter Est. Return
+17.8%
1 Year Est. Return
+26.11%
3 Year Est. Return
+79.98%
5 Year Est. Return
+76.69%
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
+$95.7M
Cap. Flow %
93.09%
Top 10 Hldgs %
82.64%
Holding
40
New
40
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 4.61%
2 Healthcare 3.65%
3 Technology 2.66%
4 Consumer Discretionary 0.96%
5 Utilities 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHG icon
1
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$20.7M 20.16%
+1,290,688
New +$19.6M
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$112B
$13.9M 13.53%
+151,240
New +$12.4M
SCHM icon
3
Schwab US Mid-Cap ETF
SCHM
$15B
$11.5M 11.15%
+504,021
New +$10.5M
IWP icon
4
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$9.28M 9.03%
+90,363
New +$8.6M
SCHV
5
Schwab US Large-Cap Value ETF
SCHV
$16B
$9.22M 8.98%
+464,784
New +$8.69M
SCHE icon
6
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$6.8M 6.62%
+222,026
New +$6.44M
FIBK icon
7
First Interstate BancSystem
FIBK
$3.61B
$4.08M 3.97%
+100,159
New +$3.8M
JNJ icon
8
Johnson & Johnson
JNJ
$618B
$3.28M 3.19%
+20,828
New +$3.07M
SCHP icon
9
Schwab US TIPS ETF
SCHP
$16.3B
$3.14M 3.06%
+101,278
New +$3.11M
SLYV icon
10
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$3.04M 2.96%
+45,933
New +$2.73M
VTWG icon
11
Vanguard Russell 2000 Growth ETF
VTWG
$1.54B
$2.9M 2.83%
+13,926
New +$2.58M
QQQ icon
12
Invesco QQQ Trust
QQQ
$480B
$2.52M 2.46%
+8,048
New +$2.36M
AAPL icon
13
Apple
AAPL
$4.52T
$1.62M 1.57%
+12,194
New +$1.47M
MSFT icon
14
Microsoft
MSFT
$3.68T
$1.12M 1.09%
+5,029
New +$1.08M
DIA icon
15
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$922K 0.9%
+3,014
New +$877K
NEE icon
16
NextEra Energy
NEE
$178B
$681K 0.66%
+8,828
New +$660K
SCHB icon
17
Schwab US Broad Market ETF
SCHB
$44.6B
$605K 0.59%
+39,900
New +$568K
VOE icon
18
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$559K 0.54%
+4,700
New +$526K
AMZN icon
19
Amazon
AMZN
$2.96T
$541K 0.53%
+3,320
New +$530K
SBUX icon
20
Starbucks
SBUX
$120B
$448K 0.44%
+4,190
New +$400K
DLN icon
21
WisdomTree US LargeCap Dividend Fund
DLN
$6.37B
$397K 0.39%
+7,386
New +$378K
VTI icon
22
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$391K 0.38%
+2,009
New +$367K
VYM icon
23
Vanguard High Dividend Yield ETF
VYM
$82.4B
$386K 0.38%
+4,221
New +$367K
AON icon
24
Aon
AON
$75.7B
$357K 0.35%
+1,688
New +$345K
SCHF icon
25
Schwab International Equity ETF
SCHF
$68.2B
$351K 0.34%
+19,494
New +$329K

Similar funds

Northern Capital Management (Washington)'s Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Northern Capital Management (Washington), which disclosed 40 positions worth $103M. Its ten largest holdings account for 83% of the portfolio.

Its largest position is Schwab US Large-Cap Growth ETF: 1,290,688 shares worth $20.7M.

By sector, the portfolio is most concentrated in Financials at 4.6% of assets, followed by Healthcare and Technology.

  • Northern Capital Management (Washington)'s largest Q4 2020 buy was Schwab US Large-Cap Growth ETF: 1,290,688 shares worth $20.7M.
  • Northern Capital Management (Washington)'s ten largest holdings make up 83% of its $103M portfolio in Q4 2020.
  • Northern Capital Management (Washington) disclosed 40 positions in Q4 2020, its first 13F filing on record.

Based on Northern Capital Management (Washington)'s 13F filing for Q4 2020, filed 11 Feb 2021.