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
$652M
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$45.5M
3
+$33.4M
4
MSFT icon
Microsoft
MSFT
+$21.1M
5
AMZN icon
Amazon
AMZN
+$12.2M

Top Sells

1
+$7.41M
2
+$6.02M
3
+$4.15M
4
VRT icon
Vertiv
VRT
+$3.98M
5
DHR icon
Danaher
DHR
+$3.67M

Sector Composition

1 Technology 34.31%
2 Consumer Discretionary 22.72%
3 Industrials 12.47%
4 Healthcare 6.17%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.55%
17,742
+3,342
27
$3.04M 0.47%
19,649
28
$2.79M 0.43%
15,000
29
$2.39M 0.37%
322,354
30
$1.72M 0.26%
17,000
31
$1.63M 0.25%
3,100
32
$853K 0.13%
+25,017
33
$588K 0.09%
3,650
34
$579K 0.09%
5,000
35
$415K 0.06%
6,500
36
$317K 0.05%
4,800
37
– –
-42,099
38
– –
-215,154
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