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
$175M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.16M
3 +$989K
4
SLB icon
SLB Ltd
SLB
+$666K
5
CVX icon
Chevron
CVX
+$645K

Top Sells

1 +$2.81M
2 +$2.05M
3 +$1.89M
4
T icon
AT&T
T
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.76M

Sector Composition

1 Healthcare 17.2%
2 Industrials 14%
3 Consumer Staples 11.55%
4 Energy 10.59%
5 Financials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
+12
502
$0 ﹤0.01%
+10
503
$0 ﹤0.01%
+7
504
$0 ﹤0.01%
+11
505
$0 ﹤0.01%
+17
506
0
507
$0 ﹤0.01%
+12
508
$0 ﹤0.01%
+250
509
$0 ﹤0.01%
+12
510
0