Asset Manager
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Naman Capital Ltda
Market Value
$356M
-0.2%
Holdings
12
-1
New Purchases
0
Added To
1
Closed
0
Reduced
4
Top 10 Concentration
98.8%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 7 | $189M | 53.1% |
| Large Cap | 2 | $85M | 24.0% |
| Mid Cap | 3 | $82M | 23.0% |
Portfolio Analytics
Avg Market Cap
$1.3T
Median Market Cap
$699.4B
Avg P/E
19.3
Median P/E
19.6
Avg Dividend Yield
0.01%
Avg Beta
0.81
# Stocks
9
# ETFs / Funds
3
Top Holdings (12 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 36.99% | 192,877 | $132M | $681.92 | $16M | +19,933 | +11.5% | |
| 2 | RSP | 23.06% | 427,975 | $82M | $191.56 | -$11M | -63,724 | -13.0% | |
| 3 | UGP | 14.51% | 13,687,979 | $52M | $3.77 | -$6M | -392,020 | -2.8% | |
| 4 | EZU | 8.15% | 451,750 | $29M | $64.11 | $982K | — | — | |
| 5 | BRK-B | 4.41% | 31,200 | $16M | $502.65 | -$3K | — | — | |
| 6 | GOOGL | 3.01% | 34,200 | $11M | $313.00 | $2M | — | — | |
| 7 | MSFT | 2.81% | 20,675 | $10M | $483.62 | -$3M | -4,125 | -16.6% | |
| 8 | GOOG | 2.71% | 30,760 | $10M | $313.80 | -$90K | -9,240 | -23.1% | |
| 9 | BRK-A | 2.12% | 10 | $8M | $754,800.00 | $6K | — | — | |
| 10 | V | 1.01% | 10,200 | $4M | $350.71 | $95K | — | — | |
| 11 | SUZ | 0.91% | 344,547 | $3M | $9.34 | -$21K | — | — | |
| 12 | CSAN | 0.30% | 271,941 | $1M | $3.95 | -$177K | — | — |