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
$42.2M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$25M
2 +$9.98M
3 +$7.64M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$4.31M

Sector Composition

1 Industrials 36.2%
2 Technology 20.65%
3 Consumer Discretionary 20.17%
4 Financials 8.43%
5 Healthcare 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-89,281
27
-14,000
28
-32,620
29
-150,542
30
-30,970
31
-417,752
32
-22,463