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
$774M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.6M
3
+$8.57M
4
IONQ icon
IonQ
IONQ
+$8.03M
5
FOUR icon
Shift4
FOUR
+$7.93M

Top Sells

1
+$28M
2
+$21.1M
3
+$19.8M
4
MDB icon
MongoDB
MDB
+$19.8M
5
COUP
Coupa Software Incorporated
COUP
+$19.1M

Sector Composition

1 Technology 27.49%
2 Industrials 26.14%
3 Financials 17.36%
4 Consumer Discretionary 12.94%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.31%
250,000
52
$2.09M 0.27%
+207,454
53
$1.99M 0.26%
+200,000
54
$1.98M 0.26%
7,332
55
$1.98M 0.26%
+200,000
56
$1.88M 0.24%
+851,103
57
$1.61M 0.21%
1,111,166
58
$1.58M 0.2%
+162,326
59
$1.54M 0.2%
26,754
-151,292
60
$1.51M 0.2%
48,000
-32,000
61
$1.5M 0.19%
699,691
+477,986
62
$1.41M 0.18%
30,000
-47,600
63
$1.28M 0.17%
691,448
64
$1.02M 0.13%
+861,502
65
$990K 0.13%
99,999
66
$978K 0.13%
99,999
67
$977K 0.13%
70,000
-30,000
68
$975K 0.13%
+1,978
69
$973K 0.13%
99,999
70
$971K 0.13%
1,700
-12,800
71
$920K 0.12%
3,842
-55,325
72
$860K 0.11%
88,605
73
$822K 0.11%
+595,295
74
$807K 0.1%
35,069
-74,931
75
$765K 0.1%
78,908
1 2
3
4 5