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
$599M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$14.7M
3 +$14.6M
4
CVS icon
CVS Health
CVS
+$12.8M
5
EA icon
Electronic Arts
EA
+$6.61M

Top Sells

1 +$13.9M
2 +$12M
3 +$9.8M
4
TJX icon
TJX Companies
TJX
+$7.03M
5
SCHW icon
Charles Schwab
SCHW
+$6.46M

Sector Composition

1 Financials 13.72%
2 Technology 13.11%
3 Industrials 11.27%
4 Healthcare 10.89%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$4K ﹤0.01%
150
652
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653
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654
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50
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0
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155