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
426
-200