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
$774M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.6M
3
+$8.57M
4
IONQ icon
IonQ
IONQ
+$8.03M
5
FOUR icon
Shift4
FOUR
+$7.93M

Top Sells

1
+$28M
2
+$21.1M
3
+$19.8M
4
MDB icon
MongoDB
MDB
+$19.8M
5
COUP
Coupa Software Incorporated
COUP
+$19.1M

Sector Composition

1 Technology 27.49%
2 Industrials 26.14%
3 Financials 17.36%
4 Consumer Discretionary 12.94%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.69M 1.25%
30,366
-33,171
27
$9.46M 1.22%
150,000
-35,550
28
$8.89M 1.15%
69,567
-60,000
29
$8.71M 1.13%
60,000
30
$8.57M 1.11%
+350,000
31
$8.54M 1.1%
57,534
32
$8.28M 1.07%
848,980
33
$8.03M 1.04%
+810,000
34
$7.87M 1.02%
69,849
-127,400
35
$7.86M 1.02%
799,998
36
$7.78M 1.01%
799,809
37
$7.07M 0.91%
715,198
38
$7M 0.9%
42,689
-76,311
39
$6.12M 0.79%
615,887
-401
40
$5.86M 0.76%
600,000
41
$5.33M 0.69%
26,952
42
$5.28M 0.68%
521,392
43
$5.09M 0.66%
+500,000
44
$4.6M 0.59%
74,770
-183,009
45
$4.03M 0.52%
6,600
46
$3.83M 0.49%
17,400
-96,041
47
$3.22M 0.42%
8,519
-29,994
48
$3.12M 0.4%
13,000
-47,000
49
$2.93M 0.38%
300,000
50
$2.71M 0.35%
776,251
+60,932
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