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
$410M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1 +$62.1M
2 +$29.3M
3 +$19.5M
4
BHC icon
Bausch Health
BHC
+$11.6M
5
HTH icon
Hilltop Holdings
HTH
+$5.38M

Top Sells

1 +$32.1M
2 +$21.3M
3 +$21.2M
4
HLF icon
Herbalife
HLF
+$19.1M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$10.1M

Sector Composition

1 Healthcare 55.19%
2 Consumer Staples 18.18%
3 Industrials 4.2%
4 Financials 3.46%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.5M 18.18%
2,065,642
+812,494
2
$74.1M 18.09%
562,293
+88,135
3
$62.1M 15.14%
+301,495
4
$42.3M 10.32%
616,266
+284,415
5
$41.2M 10.06%
562,231
-40,721
6
$37.8M 9.21%
409,161
-229,930
7
$17.2M 4.2%
407,946
-27,054
8
$14.2M 3.46%
596,884
+225,973
9
$13M 3.17%
105,337
-56,982
10
$11.5M 2.79%
1,524,998
-106,850
11
$9.94M 2.43%
98,123
-27,753
12
$9.21M 2.25%
509,407
-42,572
13
$1.64M 0.4%
570,135
14
$910K 0.22%
56,882
-68,118
15
$329K 0.08%
+4,954
16
-109,529
17
-392,410
18
-74,194
19
0
20
-486,536
21
-580,697
22
-289,027