HR

Howe & Rusling Portfolio holdings

AUM $1.35B
1-Year Est. Return 20.22%
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$2.76M
3 +$2.63M
4
BDX icon
Becton Dickinson
BDX
+$2.16M
5
ABBV icon
AbbVie
ABBV
+$2.02M

Top Sells

1 +$4.31M
2 +$3.82M
3 +$3.46M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.64M
5
AZN icon
AstraZeneca
AZN
+$2.32M

Sector Composition

1 Technology 18.87%
2 Financials 10.53%
3 Healthcare 9.64%
4 Consumer Staples 7.41%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$13.9K ﹤0.01%
116
352
$13.7K ﹤0.01%
166
353
$13.5K ﹤0.01%
100
354
$13.1K ﹤0.01%
+782
355
$12.8K ﹤0.01%
10
356
$12.2K ﹤0.01%
317
-476
357
$11.9K ﹤0.01%
313
358
$11.9K ﹤0.01%
+173
359
$11.8K ﹤0.01%
54
360
$11.3K ﹤0.01%
40
361
$11K ﹤0.01%
396
362
$7.84K ﹤0.01%
+166
363
$7.74K ﹤0.01%
207
364
$7.16K ﹤0.01%
90
365
$6.77K ﹤0.01%
71
+27
366
$6.34K ﹤0.01%
65
+7
367
$5.93K ﹤0.01%
+84
368
$5.37K ﹤0.01%
76
+1
369
$5.32K ﹤0.01%
43
370
$4.95K ﹤0.01%
+78
371
$4.9K ﹤0.01%
188
372
$4.62K ﹤0.01%
105
373
$4.58K ﹤0.01%
106
374
$4.39K ﹤0.01%
+364
375
$4.34K ﹤0.01%
+44