RHDIC

R.H. Dinel Investment Counsel Portfolio holdings

AUM $155M
1-Year Est. Return 6.92%
This Quarter Est. Return
1 Year Est. Return
+6.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$3.1M
3 +$1.97M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.87%
2 Healthcare 22.18%
3 Energy 11.23%
4 Consumer Staples 10.76%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$22.4K 0.02%
2,155
52
$20.1K 0.02%
2,439
53
$13.8K 0.01%
1,663