RMSCM

R.M. Sincerbeaux Capital Management Portfolio holdings

AUM $177M
1-Year Est. Return 26.63%
This Quarter Est. Return
1 Year Est. Return
+26.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$121K
3 +$56.4K
4
WMB icon
Williams Companies
WMB
+$24.9K

Top Sells

1 +$1.61M
2 +$1.09M
3 +$900K
4
V icon
Visa
V
+$328K
5
PSX icon
Phillips 66
PSX
+$209K

Sector Composition

1 Technology 24.72%
2 Financials 22.05%
3 Energy 15.8%
4 Healthcare 9.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$269K 0.25%
2,198
52
$254K 0.24%
4,752
53
$209K 0.2%
2,000
-86
54
-2,600
55
-19,560