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
$125M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$5.43M
3 +$5.16M
4
FOUR icon
Shift4
FOUR
+$4.56M
5
VRT icon
Vertiv
VRT
+$4.49M

Top Sells

1 +$1.12M
2 +$890K
3 +$271K
4
CLVT icon
Clarivate
CLVT
+$163K

Sector Composition

1 Technology 22.66%
2 Industrials 14.25%
3 Consumer Discretionary 11.13%
4 Communication Services 7.68%
5 Financials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$445K 0.31%
6,500
27
$1K ﹤0.01%
11,494
28
$1K ﹤0.01%
20,407
29
-17,355
30
-10,000