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
$911M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$23.2M
3
+$18.9M
4
NOW icon
ServiceNow
NOW
+$17.6M
5
VRT icon
Vertiv
VRT
+$14.8M

Top Sells

1
+$23.6M
2
+$18.9M
3
+$16.6M
4
LCID icon
Lucid Motors
LCID
+$15M
5
TWTR
Twitter, Inc.
TWTR
+$14.9M

Sector Composition

1 Technology 30.08%
2 Industrials 21.76%
3 Financials 12.94%
4 Consumer Discretionary 9.56%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 5.33%
314,220
+150,240
2
$47M 5.16%
2,351,425
+740,650
3
$33.7M 3.7%
3,359,420
+35,009
4
$33M 3.62%
139,873
+60,718
5
$31.9M 3.5%
93,537
+33,400
6
$30.6M 3.36%
2,471,475
+2,102,975
7
$28.7M 3.15%
57,462
+35,200
8
$28.7M 3.15%
288,350
9
$27.8M 3.05%
93,275
+27,149
10
$24.5M 2.69%
861,792
-35,385
11
$23.5M 2.58%
2,374,997
12
$22M 2.41%
74,701
+1,500
13
$20.9M 2.3%
383,860
+158,860
14
$19.7M 2.16%
55,300
+3,000
15
$18.9M 2.07%
+74,041
16
$18.6M 2.04%
226,862
+7,500
17
$17.2M 1.88%
206,050
+45,040
18
$17M 1.86%
198,800
+3,600
19
$15.5M 1.71%
64,000
+4,000
20
$15.5M 1.7%
61,000
+37,000
21
$15M 1.65%
1,530,450
+1,029,998
22
$13.9M 1.53%
66,000
+30,000
23
$12.6M 1.39%
362,493
+193,821
24
$11.6M 1.28%
60,167
+4,842
25
$11.3M 1.24%
146,000
+5,000
1
2 3 4 5