RAM

Ramsey Asset Management Portfolio holdings

AUM $48.8M
1-Year Est. Return 3.93%
This Quarter Est. Return
1 Year Est. Return
+3.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.7M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$985K
3
+$676K
4
AAPL icon
Apple
AAPL
+$520K
5
DNOW icon
DNOW Inc
DNOW
+$274K

Top Sells

1
+$48.8K

Sector Composition

1 Technology 24.46%
2 Industrials 19.26%
3 Financials 15.89%
4 Consumer Staples 9.03%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.41%
9,354
27
$1.11M 1.39%
10,608
28
$1.1M 1.38%
9,533
29
$1.04M 1.31%
21,486
30
$1.01M 1.27%
15,231
31
$996K 1.25%
17,175
32
$985K 1.24%
+43,000
33
$982K 1.23%
7,794
34
$967K 1.21%
15,562
35
$963K 1.21%
33,500
36
$953K 1.2%
20,794
37
$864K 1.08%
30,695
38
$863K 1.08%
23,041
39
$858K 1.08%
14,615
40
$852K 1.07%
42,570
41
$836K 1.05%
10,634
42
$820K 1.03%
19,818
43
$782K 0.98%
33,844
44
$735K 0.92%
12,680
45
$274K 0.34%
+7,575
1
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