Asset Manager
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Naman Capital Ltda
Market Value
$356M
+15.8%
Holdings
13
New Purchases
0
Added To
2
Closed
1
Reduced
0
Top 10 Concentration
98.7%
Turnover
7.7%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 7 | $173M | 48.5% |
| Large Cap | 2 | $97M | 27.1% |
| Mid Cap | 3 | $87M | 24.4% |
| Micro Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$1.2T
Median Market Cap
$630.4B
Avg P/E
19.3
Median P/E
19.6
Avg Dividend Yield
0.01%
Avg Beta
0.74
# Stocks
10
# ETFs / Funds
3
Top Holdings (13 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 32.34% | 172,944 | $115M | $666.18 | $28M | +31,223 | +22.0% | |
| 2 | RSP | 26.18% | 491,699 | $93M | $189.70 | $4M | +1,500 | +0.3% | |
| 3 | UGP | 16.20% | 14,079,999 | $58M | $4.10 | $12M | — | — | |
| 4 | EZU | 7.85% | 451,750 | $28M | $61.94 | $1M | — | — | |
| 5 | BRK-B | 4.40% | 31,200 | $16M | $502.74 | $529K | — | — | |
| 6 | MSFT | 3.61% | 24,800 | $13M | $517.95 | $509K | — | — | |
| 7 | GOOG | 2.73% | 40,000 | $10M | $243.55 | $3M | — | — | |
| 8 | GOOGL | 2.33% | 34,200 | $8M | $243.10 | $2M | — | — | |
| 9 | BRK-A | 2.12% | 10 | $8M | $754,200.00 | $254K | — | — | |
| 10 | V | 0.98% | 10,200 | $3M | $341.38 | -$139K | — | — | |
| 11 | SUZ | 0.91% | 344,547 | $3M | $9.40 | -$3K | — | — | |
| 12 | CSAN | 0.35% | 271,941 | $1M | $4.60 | -$122K | — | — | |
| 13 | WALD | —% | — | — | — | -$2M | -776,722 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| WALD | — | —% |