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
626
$10K ﹤0.01%
+2,457
627
$9K ﹤0.01%
+1,000
628
$9K ﹤0.01%
+2,000
629
$9K ﹤0.01%
+992
630
$9K ﹤0.01%
+144
631
$9K ﹤0.01%
+333
632
$9K ﹤0.01%
+360
633
$9K ﹤0.01%
+159
634
$9K ﹤0.01%
+150
635
$9K ﹤0.01%
+2,365
636
$9K ﹤0.01%
+77
637
$8K ﹤0.01%
+465
638
$8K ﹤0.01%
+55
639
$8K ﹤0.01%
+120
640
$8K ﹤0.01%
+625
641
$8K ﹤0.01%
+421
642
$8K ﹤0.01%
+52
643
$8K ﹤0.01%
+149
644
$8K ﹤0.01%
+368
645
$8K ﹤0.01%
+163
646
$8K ﹤0.01%
+205
647
$8K ﹤0.01%
+171
648
$8K ﹤0.01%
+2,700
649
$8K ﹤0.01%
+123
650
$8K ﹤0.01%
+210