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
76
$1M 0.11%
+100,000
77
$997K 0.11%
+100,000
78
$996K 0.11%
+100,000
79
$980K 0.11%
+98,906
80
$958K 0.11%
598,944
81
$881K 0.1%
+88,606
82
$856K 0.09%
269,243
-87,996
83
$842K 0.09%
731,965
84
$829K 0.09%
861,502
85
$779K 0.09%
+78,908
86
$770K 0.08%
+75,000
87
$745K 0.08%
+4,500
88
$741K 0.08%
+74,824
89
$717K 0.08%
+5,000
90
$701K 0.08%
+70,000
91
$670K 0.07%
+67,390
92
$642K 0.07%
63,866
-36,134
93
$632K 0.07%
61,371
-42,262
94
$609K 0.07%
4,000
-38,848
95
$552K 0.06%
200,844
+150,844
96
$505K 0.06%
+6,500
97
$504K 0.06%
+50,000
98
$498K 0.05%
+50,000
99
$498K 0.05%
+50,000
100
$496K 0.05%
+50,000
2 3
4
5 6