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
$911M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$23.2M
3
+$18.9M
4
NOW icon
ServiceNow
NOW
+$17.6M
5
VRT icon
Vertiv
VRT
+$14.8M

Top Sells

1
+$23.6M
2
+$18.9M
3
+$16.6M
4
LCID icon
Lucid Motors
LCID
+$15M
5
TWTR
Twitter, Inc.
TWTR
+$14.9M

Sector Composition

1 Technology 30.08%
2 Industrials 21.76%
3 Financials 12.94%
4 Consumer Discretionary 9.56%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.21%
41,388
27
$11M 1.21%
+283,000
28
$11M 1.21%
87,651
+5,000
29
$10.7M 1.18%
127,200
+25,000
30
$10.7M 1.17%
+994,850
31
$10.3M 1.13%
51,071
+3,455
32
$10.2M 1.12%
+45,000
33
$9.48M 1.04%
+165,000
34
$9.28M 1.02%
185,550
35
$8.69M 0.95%
+869,380
36
$8.67M 0.95%
863,013
-1,500
37
$8.62M 0.95%
226,108
-48,892
38
$8.51M 0.93%
848,980
-16,020
39
$8.04M 0.88%
799,809
-191
40
$7.97M 0.87%
60,000
41
$7.8M 0.86%
799,998
42
$7.75M 0.85%
+45,000
43
$7.54M 0.83%
+715,199
44
$7.29M 0.8%
24,433
45
$6.96M 0.76%
159,465
+3,200
46
$6.62M 0.73%
14,500
+1,700
47
$6.09M 0.67%
+600,000
48
$5.94M 0.65%
30,000
49
$5.75M 0.63%
+100,000
50
$5.71M 0.63%
+521,392
1
2
3 4 5