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
651
$8K ﹤0.01%
+98
652
$7K ﹤0.01%
+500
653
$7K ﹤0.01%
+316
654
$7K ﹤0.01%
+700
655
$7K ﹤0.01%
+620
656
$7K ﹤0.01%
+144
657
$7K ﹤0.01%
+220
658
$7K ﹤0.01%
+473
659
$7K ﹤0.01%
+216
660
$7K ﹤0.01%
+500
661
$7K ﹤0.01%
+330
662
$7K ﹤0.01%
+202
663
$7K ﹤0.01%
+412
664
$7K ﹤0.01%
+200
665
$7K ﹤0.01%
+400
666
$7K ﹤0.01%
+182
667
$7K ﹤0.01%
+500
668
$7K ﹤0.01%
+100
669
$7K ﹤0.01%
+3,333
670
$7K ﹤0.01%
+141
671
$7K ﹤0.01%
+572
672
$7K ﹤0.01%
+300
673
$7K ﹤0.01%
+140
674
$7K ﹤0.01%
+310
675
$6K ﹤0.01%
+68