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
$114M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$853K
3 +$793K
4
IPG icon
Interpublic Group of Companies
IPG
+$745K
5
GS icon
Goldman Sachs
GS
+$409K

Top Sells

1 +$1.74M
2 +$328K
3 +$284K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$179K
5
MRK icon
Merck
MRK
+$121K

Sector Composition

1 Financials 27.11%
2 Technology 24.91%
3 Energy 13.95%
4 Healthcare 12.21%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$253K 0.22%
1,600
52
$242K 0.21%
+9,978
53
$219K 0.19%
4,400
+400
54
$174K 0.15%
2,667
-126
55
-2,400
56
-3,000