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
$238M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.3M
3
+$12.2M
4
WFM
Whole Foods Market Inc
WFM
+$11.3M
5
EXTR icon
Extreme Networks
EXTR
+$11.1M

Top Sells

1
+$10.8M
2
+$8.82M
3
+$6.62M
4
MS icon
Morgan Stanley
MS
+$6.43M
5
LW icon
Lamb Weston
LW
+$6.41M

Sector Composition

1 Technology 27.61%
2 Communication Services 21.24%
3 Financials 16.78%
4 Consumer Staples 13.47%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-251,260
27
– –
-163,996
28
– –
-11,525
29
– –
-152,469
30
– –
-150,000
31
– –
-112,101
32
– –
-146,522
33
– –
-747,211
1
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