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
$446M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.17M
3
+$6.29M
4
BLK icon
Blackrock
BLK
+$5.79M
5
CTSH icon
Cognizant
CTSH
+$5.54M

Top Sells

1
+$6.64M
2
+$5.69M
3
+$5.56M
4
EMC
EMC CORPORATION
EMC
+$5.21M
5
MCD icon
McDonald's
MCD
+$3.16M

Sector Composition

1 Healthcare 14.31%
2 Financials 13.1%
3 Technology 13.02%
4 Industrials 12.04%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
255
-325
902
$1K ﹤0.01%
+20
903
$1K ﹤0.01%
30
904
$1K ﹤0.01%
+50
905
$1K ﹤0.01%
7
906
$1K ﹤0.01%
37
+20
907
$1K ﹤0.01%
+20
908
$1K ﹤0.01%
+7
909
$1K ﹤0.01%
1,000
910
$1K ﹤0.01%
+57
911
$1K ﹤0.01%
25
912
$1K ﹤0.01%
100
913
$1K ﹤0.01%
12
914
$1K ﹤0.01%
+100
915
$1K ﹤0.01%
30
916
$1K ﹤0.01%
450
917
$1K ﹤0.01%
76
-6
918
$1K ﹤0.01%
40
-40
919
$1K ﹤0.01%
+40
920
$1K ﹤0.01%
13
921
$1K ﹤0.01%
+40
922
$1K ﹤0.01%
55
-5
923
$1K ﹤0.01%
84
-6
924
$1K ﹤0.01%
+21
925
$1K ﹤0.01%
14
-61
35 36
37
38 39