HR

Howe & Rusling Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$10M
3 +$9.79M
4
MSFT icon
Microsoft
MSFT
+$9.76M
5
GILD icon
Gilead Sciences
GILD
+$9.31M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.04%
2 Technology 11.91%
3 Healthcare 11.14%
4 Financials 10.6%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$34K 0.01%
+622
402
$34K 0.01%
+2,550
403
$34K 0.01%
+1,392
404
$34K 0.01%
+652
405
$34K 0.01%
+622
406
$33K 0.01%
+1,555
407
$33K 0.01%
+147
408
$33K 0.01%
+303
409
$32K 0.01%
+1,850
410
$32K 0.01%
+700
411
$32K 0.01%
+480
412
$32K 0.01%
+688
413
$32K 0.01%
+2,152
414
$32K 0.01%
+925
415
$32K 0.01%
+3,288
416
$31K 0.01%
+1,000
417
$31K 0.01%
+461
418
$31K 0.01%
+1,500
419
$31K 0.01%
+1,200
420
$31K 0.01%
+180
421
$31K 0.01%
+804
422
$31K 0.01%
+1,413
423
$31K 0.01%
+416
424
$30K 0.01%
+7,935
425
$29K 0.01%
+488