MSRI

Michael S. Ryan Inc Portfolio holdings

AUM $168M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.16%
2 Healthcare 1.9%
3 Financials 1.09%
4 Consumer Discretionary 0.99%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.19%
+640
52
$207K 0.19%
+5,071
53
$205K 0.19%
+4,520