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
$214M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$17.3M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$6.57M
5
NFLX icon
Netflix
NFLX
+$5.51M

Top Sells

1
+$15.5M
2
+$4.39M
3
+$4.06M
4
WWE
World Wrestling Entertainment
WWE
+$3.48M
5
HDB icon
HDFC Bank
HDB
+$2.76M

Sector Composition

1 Technology 50.8%
2 Consumer Discretionary 11.76%
3 Industrials 7.99%
4 Healthcare 6.04%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 10.31%
140,000
+110,000
2
$21.6M 10.08%
+268,800
3
$18.2M 8.5%
877,177
-747,823
4
$15.7M 7.33%
161,000
+109,000
5
$15.5M 7.21%
72,928
+9,503
6
$14.7M 6.84%
1,694,917
-309,249
7
$7.58M 3.54%
79,653
-347
8
$6.57M 3.07%
+100,000
9
$6.47M 3.02%
22,562
-1,500
10
$6.39M 2.98%
605,700
11
$6.2M 2.89%
45,392
+4,004
12
$6.11M 2.85%
169,772
+68,808
13
$5.51M 2.57%
+14,670
14
$5.29M 2.47%
38,576
+2,576
15
$5.21M 2.43%
104,104
16
$5.03M 2.35%
+60,000
17
$4.49M 2.1%
+18,000
18
$4.42M 2.06%
393,968
+289,634
19
$3.87M 1.81%
40,395
+14,395
20
$3.63M 1.69%
12,800
21
$3.17M 1.48%
+22,000
22
$3.16M 1.48%
+480,000
23
$3.09M 1.44%
34,557
-17,443
24
$2.92M 1.37%
+35,349
25
$2.45M 1.14%
17,000
-3,000
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