We are live on ! Find out more
HR

Howe & Rusling Portfolio holdings

AUM $1.53B
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.94M
3
+$4.99M
4
CFG icon
Citizens Financial Group
CFG
+$4.75M
5
RAI
Reynolds American Inc
RAI
+$4.63M

Top Sells

1
+$10.3M
2
+$5.07M
3
+$4.73M
4
CDW icon
CDW
CDW
+$4.52M
5
LYB icon
LyondellBasell Industries
LYB
+$4.32M

Sector Composition

1 Healthcare 13.06%
2 Technology 12.02%
3 Financials 11.96%
4 Industrials 10.82%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
40
852
$2K ﹤0.01%
130
-890
853
$2K ﹤0.01%
90
854
$2K ﹤0.01%
35
-4
855
$2K ﹤0.01%
+10
856
$2K ﹤0.01%
19
+4
857
$2K ﹤0.01%
179
-56
858
$2K ﹤0.01%
23
-7
859
$2K ﹤0.01%
76
860
$2K ﹤0.01%
200
861
$2K ﹤0.01%
65
+9
862
$2K ﹤0.01%
+325
863
$2K ﹤0.01%
24
-78
864
$2K ﹤0.01%
655
+120
865
– –
0
866
$2K ﹤0.01%
5
867
$2K ﹤0.01%
165
868
$2K ﹤0.01%
+115
869
$2K ﹤0.01%
27
-20
870
$2K ﹤0.01%
40
871
$2K ﹤0.01%
30
872
$2K ﹤0.01%
+80
873
$2K ﹤0.01%
+30
874
$2K ﹤0.01%
5
875
$2K ﹤0.01%
210
33 34
35
36 37