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
$308M
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$13.8M
3
+$11.7M
4
NFLX icon
Netflix
NFLX
+$11.6M
5
PYPL icon
PayPal
PYPL
+$11.2M

Top Sells

1
+$1.78M
2
+$1.7M
3
+$435K

Sector Composition

1 Technology 48.89%
2 Healthcare 15.08%
3 Financials 9.43%
4 Communication Services 6.02%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.3M 8.72%
+134,000
2
$29.6M 6.58%
1,925,000
3
$14.3M 3.17%
130,653
+43,413
4
$13.8M 3.07%
+725,000
5
$13.6M 3.01%
99,498
+47,498
6
$12.5M 2.77%
82,000
+19,700
7
$11.7M 2.6%
+131,951
8
$11.6M 2.57%
+31,500
9
$11.2M 2.49%
+98,100
10
$10.1M 2.25%
+270,000
11
$9.65M 2.15%
+36,500
12
$9.56M 2.12%
+333,333
13
$8.76M 1.95%
+31,901
14
$8.45M 1.88%
+52,144
15
$7.77M 1.73%
+165,185
16
$7.54M 1.68%
+110,400
17
$6.98M 1.55%
+50,000
18
$6.76M 1.5%
+42,000
19
$6.57M 1.46%
+1,600,000
20
$6.19M 1.38%
+48,894
21
$5.9M 1.31%
+90,738
22
$5.87M 1.3%
62,000
+10,000
23
$5.83M 1.3%
+44,600
24
$5.23M 1.16%
104,104
25
$5.07M 1.13%
+43,000
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