RCM

Ratan Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 45.19%
This Quarter Est. Return
1 Year Est. Return
+45.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$17.4M
3
+$13.6M
4
JBTM
JBT Marel
JBTM
+$12.7M
5
HOUS icon
Anywhere Real Estate
HOUS
+$12.5M

Top Sells

1
+$11.7M
2
+$9.1M
3
+$9.03M
4
SLM icon
SLM Corp
SLM
+$8M
5
RH icon
RH
RH
+$7.11M

Sector Composition

1 Healthcare 28.23%
2 Communication Services 18.86%
3 Consumer Staples 9.93%
4 Consumer Discretionary 7.67%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-34,700
27
– –
0
28
– –
-401,627
29
– –
-94,855
30
– –
-398,327
31
– –
-979,300
32
– –
-155,544
33
– –
-258,830
34
– –
-140,000
35
– –
-500
36
– –
-1,080
1
2