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Home > Institutional Investor > New Capital Management Lp > Profile

Instuitional Investor - New Capital Management Lp

Fund Profile
Filing Period:
Fund Name: New Capital Management Lp
Portfolio Value $341,969,089
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,957,919 $102,314,408 29.91%
2.
Dimensional Etf Trust
 2,190,118 $54,446,336 15.92%
3.
Berkshire Hathaway Inc
 BRK.A 107,054 $48,525,437 14.19%
4.
Apple Inc.
 AAPL 82,621 $20,689,924 6.05%
5.
Dimensional Etf Trust
 339,573 $12,869,809 3.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)