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
$454M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$7.42M
3 +$6.14M
4
EMC
EMC CORPORATION
EMC
+$4.92M
5
T icon
AT&T
T
+$4.76M

Top Sells

1 +$6.39M
2 +$6.13M
3 +$5.96M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$5.17M
5
GILD icon
Gilead Sciences
GILD
+$4.94M

Sector Composition

1 Healthcare 15.25%
2 Technology 12.31%
3 Financials 10.96%
4 Industrials 10.38%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-19,348
1127
$0 ﹤0.01%
104
1128
$0 ﹤0.01%
127