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
526
$16K ﹤0.01%
+271
527
$16K ﹤0.01%
+351
528
$15K ﹤0.01%
+343
529
$15K ﹤0.01%
+201
530
$15K ﹤0.01%
+604
531
$15K ﹤0.01%
+315
532
$15K ﹤0.01%
+351
533
$15K ﹤0.01%
+1,000
534
$15K ﹤0.01%
+225
535
$15K ﹤0.01%
+181
536
$15K ﹤0.01%
+667
537
$15K ﹤0.01%
+295
538
$15K ﹤0.01%
+398
539
$15K ﹤0.01%
+395
540
$15K ﹤0.01%
+268
541
$15K ﹤0.01%
+148
542
$15K ﹤0.01%
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543
$15K ﹤0.01%
+53
544
$14K ﹤0.01%
+880
545
$14K ﹤0.01%
+238
546
$14K ﹤0.01%
+349
547
$14K ﹤0.01%
+128
548
$14K ﹤0.01%
+351
549
$14K ﹤0.01%
+366
550
$14K ﹤0.01%
+641