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
$42.2M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$25M
2 +$9.98M
3 +$7.64M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$4.31M

Sector Composition

1 Industrials 36.2%
2 Technology 20.65%
3 Consumer Discretionary 20.17%
4 Financials 8.43%
5 Healthcare 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.51M 20.17%
75,300
-56,500
2
$7.76M 18.4%
870,178
-448,078
3
$6M 14.23%
803,347
-219,023
4
$3.44M 8.14%
14,750
-18,500
5
$2.34M 5.55%
6,200
-20,238
6
$2.32M 5.51%
27,000
-16,000
7
$2.2M 5.21%
49,282
-223,851
8
$1.45M 3.43%
6,317
-1,015
9
$1.36M 3.22%
10,000
10
$1.05M 2.48%
701,820
11
$853K 2.02%
3,000
12
$826K 1.96%
85,000
13
$786K 1.86%
1,550
-150
14
$671K 1.59%
5,000
15
$605K 1.43%
3,342
-500
16
$574K 1.36%
3,650
-650
17
$409K 0.97%
5,000
18
$380K 0.9%
6,500
19
$271K 0.64%
10,000
-155,000
20
$212K 0.5%
2,250
21
$163K 0.39%
17,355
-10,489
22
$7K 0.02%
20,407
23
$5K 0.01%
11,494
24
-25,000
25
-45,211