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
$119M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$5.71M
3 +$5.31M
4
PYPL icon
PayPal
PYPL
+$2.72M
5
FOUR icon
Shift4
FOUR
+$2.12M

Top Sells

1 +$10.3M
2 +$5.19M
3 +$3.67M
4
BILL icon
BILL Holdings
BILL
+$2.49M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Sector Composition

1 Technology 34.89%
2 Industrials 20.97%
3 Consumer Discretionary 13.11%
4 Financials 3.62%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25M 21.04%
89,281
+75,481
2
$14M 11.77%
131,800
+50,000
3
$12.6M 10.57%
26,438
+12,000
4
$11.9M 10.01%
1,318,256
5
$9.03M 7.59%
273,133
+64,170
6
$8.54M 7.18%
33,250
-9,000
7
$5.97M 5.02%
165,000
8
$5.89M 4.95%
1,022,370
9
$4.31M 3.62%
45,211
-22,658
10
$3M 2.53%
43,000
+39,000
11
$2.62M 2.21%
14,000
-558
12
$1.9M 1.6%
+30,970
13
$1.65M 1.39%
7,332
14
$1.61M 1.36%
10,000
-10,500
15
$1.59M 1.34%
+150,542
16
$1.54M 1.29%
32,620
17
$946K 0.8%
3,000
18
$924K 0.78%
1,700
19
$861K 0.72%
+25,000
20
$834K 0.7%
3,842
21
$737K 0.62%
701,820
22
$699K 0.59%
85,000
23
$673K 0.57%
5,000
24
$593K 0.5%
4,300
25
$481K 0.4%
5,000