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
$846M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$16.6M
3
+$9.29M
4
MOTV.U
Motive Capital Corp Units, each consisting of one Class A ordinary share, and one-third of one redee
MOTV.U
+$9.11M
5
HCARU
Healthcare Services Acquisition Corporation Unit
HCARU
+$8.84M

Top Sells

1
+$11.1M
2
+$9.62M
3
+$9.48M
4
ADV icon
Advantage Solutions
ADV
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.67M

Sector Composition

1 Technology 31.27%
2 Industrials 19.08%
3 Financials 13.3%
4 Consumer Discretionary 8.3%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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