RHDIC
R.H. Dinel Investment Counsel Portfolio holdings
AUM
$150M
This Quarter Return
+12.39%
1 Year Return
+7.25%
3 Year Return
+52.69%
5 Year Return
+92.19%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+11%)
Cap. Flow
-$71.1K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
59.49%
Holding
51
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Warner Bros
WBD
|
$71.1K |
Sector Composition
| 1 | Technology | 32.8% |
| 2 | Healthcare | 23.22% |
| 3 | Energy | 9.75% |
| 4 | Consumer Staples | 9.19% |
| 5 | Financials | 7.01% |