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
$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
576
$12K ﹤0.01%
+340
577
$12K ﹤0.01%
+254
578
$12K ﹤0.01%
+184
579
$12K ﹤0.01%
+755
580
$12K ﹤0.01%
+1,272
581
$12K ﹤0.01%
+114
582
$12K ﹤0.01%
+350
583
$12K ﹤0.01%
+283
584
$12K ﹤0.01%
+742
585
$12K ﹤0.01%
+310
586
$12K ﹤0.01%
+216
587
$12K ﹤0.01%
+359
588
$12K ﹤0.01%
+500
589
$11K ﹤0.01%
+404
590
$11K ﹤0.01%
+252
591
$11K ﹤0.01%
+50
592
$11K ﹤0.01%
+247
593
$11K ﹤0.01%
+202
594
$11K ﹤0.01%
+248
595
$11K ﹤0.01%
+300
596
$11K ﹤0.01%
+198
597
$11K ﹤0.01%
+240
598
$11K ﹤0.01%
+186
599
$11K ﹤0.01%
+2,000
600
$11K ﹤0.01%
+2,370