RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
This Quarter Return
+17.17%
1 Year Return
+46.96%
3 Year Return
+417.25%
5 Year Return
+471.58%
10 Year Return
+3,575.09%
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.37%
Holding
27
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bausch Health
BHC
|
$37.7M |
| 2 |
CIR
CIRCOR International, Inc
CIR
|
$16.9M |
| 3 |
Charter Communications
CHTR
|
$15.2M |
| 4 |
Post Holdings
POST
|
$12.1M |
| 5 |
Sinclair Inc
SBGI
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 23.17% |
| 2 | Healthcare | 21.59% |
| 3 | Consumer Discretionary | 15.04% |
| 4 | Financials | 11.85% |
| 5 | Consumer Staples | 10.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBB
26
DELISTED
Cincinnati Bell Inc.
CBB
| $17K | 0.01% | +5,400 | New | +$17K |
|
27
Digital Realty Trust
DLR
$57.2B
| – | – | 0 | – | – |
|