RCM

Ratan Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 46.96%
This Quarter Est. Return
1 Year Est. Return
+46.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.17M
3
+$5.52M
4
APP icon
Applovin
APP
+$1.64M
5
BA icon
Boeing
BA
+$529K

Top Sells

1
+$97.4M
2
+$32M
3
+$31.2M
4
AVGO icon
Broadcom
AVGO
+$29.9M
5
AMZN icon
Amazon
AMZN
+$24.2M

Sector Composition

1 Technology 28.75%
2 Consumer Discretionary 16.83%
3 Industrials 16.25%
4 Communication Services 14.74%
5 Utilities 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
26
Boeing
BA
$164B
$529K 0.24%
+3,000
IQV icon
27
IQVIA
IQV
$36B
$527K 0.24%
3,342
-12,960
HDB icon
28
HDFC Bank
HDB
$188B
$498K 0.23%
6,500
JBI icon
29
Janus International
JBI
$1.4B
$223K 0.1%
39,443
COHR icon
30
Coherent
COHR
$18.9B
– –
-71,568
DYN icon
31
Dyne Therapeutics
DYN
$2.43B
– –
-98,900
PLTR icon
32
Palantir
PLTR
$431B
– –
-15,300
TSM icon
33
TSMC
TSM
$1.54T
– –
-22,500
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