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
$104M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$545K
3 +$536K

Top Sells

1 +$4.41M
2 +$989K
3 +$879K
4
BAC icon
Bank of America
BAC
+$583K
5
CDK
CDK Global, Inc.
CDK
+$490K

Sector Composition

1 Financials 25.6%
2 Technology 22.28%
3 Energy 14.8%
4 Healthcare 12.48%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$224K 0.22%
1,600
52
$223K 0.21%
2,000
53
-22,290
54
-25,648
55
-4,752