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
$156M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$207K
2 +$163K
3 +$152K
4
UPS icon
United Parcel Service
UPS
+$70.6K
5
SHEL icon
Shell
SHEL
+$65.4K

Sector Composition

1 Technology 38.02%
2 Healthcare 19.19%
3 Energy 9.39%
4 Consumer Staples 9.26%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$20.1K 0.01%
2,155
52
$17K 0.01%
2,439
53
$11.6K 0.01%
1,663
54
$8.2K 0.01%
210
55
-4,400