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RMSCM
R.M. Sincerbeaux Capital Management Portfolio holdings
AUM
$172M
1-Year Est. Return
10.89%
This Fund
S&P 500
1 Year Est. Return
+10.89%
AUM
$172M
AUM Growth
-$7.24M
(-4%)
Holding
38
Top Sells
| 1 | +$614K | |
| 2 | +$146K | |
| 3 | +$133K | |
| 4 |
Kinder Morgan
KMI
|
+$62.5K |
| 5 |
Williams Companies
WMB
|
+$55.4K |
Sector Composition
| 1 | Financials | 28.58% |
| 2 | Technology | 23.83% |
| 3 | Energy | 19.92% |
| 4 | Healthcare | 9.11% |
| 5 | Consumer Discretionary | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Philip Morris
PM
$287B
| $1.62M | 0.95% |
9,816
|
|
||
27
Altria Group
MO
$120B
| $1.39M | 0.81% |
21,032
|
|
||
28
Oneok
OKE
$57.1B
| $1.26M | 0.73% |
13,939
|
|
||
29
Abbott
ABT
$154B
| $1.17M | 0.68% |
11,433
|
|
||
30
IBM
IBM
$256B
| $1.11M | 0.65% |
4,573
|
|
||
31
Linde
LIN
$242B
| $793K | 0.46% |
1,600
|
|
||
32
Chevron
CVX
$373B
| $790K | 0.46% |
3,816
-100
|
|
||
33
ConocoPhillips
COP
$143B
| $686K | 0.4% |
5,200
|
|
||
34
Lowe's Companies
LOW
$124B
| $473K | 0.28% |
2,000
|
|
||
35
Apple
AAPL
$4.28T
| $359K | 0.21% |
1,414
|
|
||
36
Colgate-Palmolive
CL
$71.6B
| $284K | 0.17% |
3,332
|
|
||
37
Procter & Gamble
PG
$348B
| $251K | 0.15% |
1,736
|
|
||
38
Viatris
VTRS
$19.2B
| $236K | 0.14% |
17,460
|
|