RCM

Ratan Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 45.19%
This Quarter Est. Return
1 Year Est. Return
+45.19%
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
126
$95K 0.01%
86,250
127
$81K 0.01%
89,503
+5,858
128
$80K 0.01%
100,000
129
$70K 0.01%
41,134
-269,366
130
$63K 0.01%
+66,666
131
$52K 0.01%
+40,000
132
$51K 0.01%
+54,108
133
$43K 0.01%
50,000
134
$37K ﹤0.01%
22,463
135
$36K ﹤0.01%
33,333
136
$31K ﹤0.01%
36,722
+16,265
137
$29K ﹤0.01%
+32,968
138
$29K ﹤0.01%
22,857
139
$27K ﹤0.01%
35,000
140
$21K ﹤0.01%
33,333
141
$21K ﹤0.01%
29,535
142
$21K ﹤0.01%
33,333
143
$21K ﹤0.01%
+18,750
144
$20K ﹤0.01%
31,933
145
$19K ﹤0.01%
+12,500
146
$18K ﹤0.01%
+26,302
147
$11K ﹤0.01%
+16,666
148
$10K ﹤0.01%
12,469
149
$9K ﹤0.01%
13,333
150
$9K ﹤0.01%
+10,000
4 5
6
7 8