NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC runs NELSON CAPITAL MANAGEMENT, LLC and currently holds 107 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $819.22M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NELSON CAPITAL MANAGEMENT, LLC ranks #580 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NELSON CAPITAL MANAGEMENT, LLC's portfolio at NELSON CAPITAL MANAGEMENT, LLC has delivered returns of +20.28%. Their 3-year annualized return is +70.07%. Looking at the 5-year horizon, NELSON CAPITAL MANAGEMENT, LLC has achieved +66.81% annualized returns at NELSON CAPITAL MANAGEMENT, LLC.
Portfolio Value
$819.22M
Alpha Score
51.4
#580 of 1000
Holdings
107
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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