RHBC

R.H. Bluestein & Co Portfolio holdings

AUM $1.61B
1-Year Est. Return 7.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.52B
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$19.2M
3
+$13.5M
4
ADP icon
Automatic Data Processing
ADP
+$11.9M
5
EW icon
Edwards Lifesciences
EW
+$10.4M

Top Sells

1
+$50.8M
2
+$35.1M
3
+$23.5M
4
SLB icon
SLB Ltd
SLB
+$22.8M
5
UBER icon
Uber
UBER
+$20.5M

Sector Composition

1 Technology 20.15%
2 Industrials 15.9%
3 Communication Services 13.27%
4 Healthcare 11.32%
5 Consumer Staples 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
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