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
726
$4K ﹤0.01%
+121
727
$4K ﹤0.01%
+69
728
$4K ﹤0.01%
+204
729
$4K ﹤0.01%
+140
730
$4K ﹤0.01%
+100
731
$4K ﹤0.01%
+105
732
$4K ﹤0.01%
+239
733
$4K ﹤0.01%
+196
734
$4K ﹤0.01%
+524
735
$4K ﹤0.01%
+73
736
$4K ﹤0.01%
+212
737
$4K ﹤0.01%
+200
738
$4K ﹤0.01%
+1,000
739
$4K ﹤0.01%
+142
740
$4K ﹤0.01%
+200
741
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+132
742
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743
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+153
744
$4K ﹤0.01%
+300
745
$4K ﹤0.01%
+103
746
$4K ﹤0.01%
+2,880
747
$4K ﹤0.01%
+200
748
$4K ﹤0.01%
+10
749
$4K ﹤0.01%
+113
750
$4K ﹤0.01%
+100