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
$670M
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$27.8M
3 +$24.2M
4
IAU icon
iShares Gold Trust
IAU
+$18.8M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

1 +$7.84M
2 +$7.27M
3 +$5.08M
4
MA icon
Mastercard
MA
+$3.38M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

1 Technology 30.83%
2 Industrials 18.94%
3 Healthcare 11.73%
4 Consumer Discretionary 10.53%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.39M 0.65%
+16,000
52
$4.23M 0.62%
68,614
-15,000
53
$4.19M 0.62%
153,323
+67,221
54
$4.14M 0.61%
+72,000
55
$4.13M 0.61%
+42,848
56
$3.94M 0.58%
+316,000
57
$3.91M 0.58%
+13,333
58
$3.58M 0.53%
+188,597
59
$3.28M 0.48%
+10,525
60
$3.04M 0.45%
+300,000
61
$2.98M 0.44%
+70,000
62
$2.95M 0.44%
+36,000
63
$2.76M 0.41%
+11,000
64
$2.5M 0.37%
5,000
65
$2.47M 0.36%
18,000
66
$2.32M 0.34%
+3,320
67
$2.21M 0.33%
+1,103,932
68
$2.13M 0.31%
+30,000
69
$2.03M 0.3%
+100,000
70
$1.97M 0.29%
200,000
71
$1.93M 0.28%
+35,000
72
$1.82M 0.27%
+1,211,166
73
$1.59M 0.23%
+353,850
74
$1.35M 0.2%
+598,944
75
$1.23M 0.18%
10,392
-5,108