RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $420M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.63M
3
+$1.26M
4
PM icon
Philip Morris
PM
+$1.21M
5
APD icon
Air Products & Chemicals
APD
+$1.16M

Top Sells

1
+$6.66B
2
+$3.24M
3
+$969K
4
M icon
Macy's
M
+$760K
5
IBM icon
IBM
IBM
+$627K

Sector Composition

1 Healthcare 16.7%
2 Consumer Staples 16.37%
3 Industrials 11.64%
4 Energy 10.1%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.04%
29,068
+872
27
$2.1M 1%
23,566
-525
28
$2.09M 1%
23,613
+5,414
29
$2.09M 0.99%
30,110
+15,573
30
$2.06M 0.98%
17,909
+2,453
31
$2.05M 0.98%
45,884
+1,493
32
$2.04M 0.97%
23,506
-790
33
$2.04M 0.97%
50,277
-650
34
$1.91M 0.91%
26,314
+4,289
35
$1.86M 0.89%
43,028
-412
36
$1.86M 0.89%
35,394
-350
37
$1.81M 0.86%
17,955
-369
38
$1.71M 0.82%
24,602
-205
39
$1.71M 0.81%
16,664
+5,904
40
$1.71M 0.81%
20,560
-325
41
$1.7M 0.81%
20,491
+410
42
$1.67M 0.8%
9,647
-3,616
43
$1.65M 0.78%
27,483
+11,938
44
$1.64M 0.78%
28,249
+2,688
45
$1.63M 0.78%
+18,352
46
$1.58M 0.75%
12,422
+190
47
$1.57M 0.75%
50,897
+1,220
48
$1.57M 0.75%
17,152
+1,970
49
$1.57M 0.75%
27,027
+5
50
$1.56M 0.74%
58,830
+13,978
1
2
3 4 5