RCM
Ratan Capital Management Portfolio holdings
AUM
$364M
1-Year Est. Return
27.95%
This Fund
S&P 500
1 Year Est. Return
+27.95%
AUM
$364M
AUM Growth
+$178M
(+96%)
Holding
40
Top Buys
| 1 | +$26.7M | |
| 2 | +$22.8M | |
| 3 | +$22.1M | |
| 4 |
Amazon
AMZN
|
+$21.3M |
| 5 |
Meta Platforms (Facebook)
META
|
+$15.4M |
Top Sells
| 1 | +$7.39M | |
| 2 | +$1.52M | |
| 3 | +$1.31M | |
| 4 |
Janus International
JBI
|
+$93.8K |
| 5 |
Starbucks
SBUX
|
+$33.4K |
Sector Composition
| 1 | Technology | 29.56% |
| 2 | Communication Services | 20.88% |
| 3 | Consumer Discretionary | 11.4% |
| 4 | Industrials | 7.57% |
| 5 | Utilities | 6.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Danaher
DHR
$146B
| $1.28M | 0.35% |
5,600
|
|
||
27
ServiceNow
NOW
$118B
| $919K | 0.25% |
6,000
|
|
||
28
RTX Corp
RTX
$277B
| $917K | 0.25% |
+5,000
|
|
||
29
Thermo Fisher Scientific
TMO
$191B
| $898K | 0.25% |
1,550
+350
|
|
||
30
IQVIA
IQV
$29.6B
| $753K | 0.21% |
3,342
|
|
||
31
Keysight
KEYS
$52B
| $742K | 0.2% |
3,650
|
|
||
32
iShares China Large-Cap ETF
FXI
$6.01B
| $574K | 0.16% |
15,000
|
|
||
33
Invesco QQQ Trust
QQQ
$394B
| $531K | 0.15% |
+864
|
|
||
|
34
Starbucks
SBUX
$110B
| $506K | 0.14% |
6,004
-396
|
|
||
35
HDFC Bank
HDB
$158B
| $475K | 0.13% |
13,000
|
|
||
36
Veralto
VLTO
$24.1B
| $186K | 0.05% |
+1,866
|
|
||
|
37
Janus International
JBI
$947M
| $179K | 0.05% |
27,401
-12,042
|
|
||
38
Galicia Financial Group
GGAL
$7.12B
| – | – |
-55,000
|
|
||
39
Ramaco Resources Class A
METC
$1.02B
| – | – |
-222,755
|
|