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
$911M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$23.2M
3
+$18.9M
4
NOW icon
ServiceNow
NOW
+$17.6M
5
VRT icon
Vertiv
VRT
+$14.8M

Top Sells

1
+$23.6M
2
+$18.9M
3
+$16.6M
4
LCID icon
Lucid Motors
LCID
+$15M
5
TWTR
Twitter, Inc.
TWTR
+$14.9M

Sector Composition

1 Technology 30.08%
2 Industrials 21.76%
3 Financials 12.94%
4 Consumer Discretionary 9.56%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.6M 0.61%
554,100
52
$5.16M 0.57%
83,801
+71,201
53
$5.01M 0.55%
480,806
-6,723
54
$4.88M 0.54%
457,839
+46,139
55
$4.8M 0.53%
+280,125
56
$4.24M 0.47%
7,030
-7,970
57
$4.23M 0.46%
154,977
+84,977
58
$4.06M 0.45%
+387,820
59
$4.02M 0.44%
30,000
60
$3.63M 0.4%
105,000
+35,000
61
$3.44M 0.38%
6,600
+1,600
62
$3.03M 0.33%
+300,000
63
$2.99M 0.33%
+691,448
64
$2.96M 0.33%
+300,000
65
$2.5M 0.27%
+250,000
66
$2.42M 0.27%
204,367
-95,633
67
$2.41M 0.26%
29,000
-31,455
68
$2.24M 0.25%
215,275
69
$2.01M 0.22%
+200,000
70
$2M 0.22%
+200,000
71
$1.97M 0.22%
1,311,166
72
$1.92M 0.21%
+193,800
73
$1.59M 0.17%
+4,434
74
$1.46M 0.16%
+7,332
75
$1.1M 0.12%
7,200
1 2
3
4 5