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
51
$1.54M 0.74%
24,854
-211
52
$1.43M 0.68%
15,835
+460
53
$1.4M 0.67%
48,172
+15,530
54
$1.37M 0.65%
103,422
+6,725
55
$1.3M 0.62%
30,947
+14,000
56
$1.29M 0.61%
27,381
+11,521
57
$1.28M 0.61%
33,220
+13,820
58
$1.25M 0.59%
121,620
+1,374
59
$1.24M 0.59%
9,759
+1,210
60
$1.24M 0.59%
29,064
-108
61
$1.23M 0.59%
26,816
+7,695
62
$1.22M 0.58%
11,797
+2,478
63
$1.22M 0.58%
31,324
+6,494
64
$1.2M 0.57%
16,568
+190
65
$1.18M 0.56%
20,498
+4,209
66
$1.16M 0.55%
+9,729
67
$1.14M 0.54%
9,543
68
$1.13M 0.54%
73,381
+16,075
69
$1.11M 0.53%
13,484
-2,501
70
$1.07M 0.51%
12,473
-20
71
$1.03M 0.49%
28,129
+1,264
72
$1.02M 0.49%
38,849
-4,825
73
$1.01M 0.48%
26,920
74
$1.01M 0.48%
8,072
+750
75
$970K 0.46%
15,600
1 2
3
4 5