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
$108M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$685K
3 +$250K
4
KMI icon
Kinder Morgan
KMI
+$249K
5
WMB icon
Williams Companies
WMB
+$201K

Top Sells

1 +$696K
2 +$505K
3 +$274K
4
PX
Praxair Inc
PX
+$257K
5
LOW icon
Lowe's Companies
LOW
+$230K

Sector Composition

1 Financials 26.68%
2 Technology 25.33%
3 Energy 13.84%
4 Healthcare 12.68%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$206K 0.19%
4,400
52
-2,000
53
-2,667
54
-3,652
55
-2,450
56
-63,714
57
-1,600