RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
1-Year Return
46.96%
This Quarter Return
-1.16%
1 Year Return
+46.96%
3 Year Return
+417.25%
5 Year Return
+471.58%
10 Year Return
+3,575.09%
AUM
$774M
AUM Growth
-$380M
(-33%)
Cap. Flow
-$346M
Cap. Flow
% of AUM
-44.74%
Top 10 Holdings %
Top 10 Hldgs %
43.78%
Holding
198
New
38
Increased
12
Reduced
36
Closed
43
Top Buys
| 1 |
Aurora
AUR
|
$15.4M |
| 2 |
Mirion Technologies
MIR
|
$11.6M |
| 3 |
Olaplex Holdings
OLPX
|
$8.58M |
| 4 |
IonQ
IONQ
|
$8.03M |
| 5 |
Shift4
FOUR
|
$7.93M |
Top Sells
| 1 |
Vertiv
VRT
|
$28M |
| 2 |
Boeing
BA
|
$21.1M |
| 3 |
Snowflake
SNOW
|
$19.8M |
| 4 |
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% |
