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
701
$5K ﹤0.01%
+100
702
$5K ﹤0.01%
+436
703
$5K ﹤0.01%
+166
704
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705
$5K ﹤0.01%
+1,516
706
$5K ﹤0.01%
+73
707
$5K ﹤0.01%
+465
708
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+120
709
$5K ﹤0.01%
+115
710
$5K ﹤0.01%
+114
711
$5K ﹤0.01%
+100
712
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+65
713
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+900
714
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715
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716
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+1,000
717
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718
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719
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+72
720
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+130
721
$5K ﹤0.01%
+42
722
$5K ﹤0.01%
+111
723
$5K ﹤0.01%
+100
724
$5K ﹤0.01%
+275
725
$5K ﹤0.01%
+85