RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+4.06%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$210M
AUM Growth
+$210M
(+16%)
Cap. Flow
-$6.64B
Cap. Flow
% of AUM
-3,162.28%
Top 10 Holdings %
Top 10 Hldgs %
27.37%
Holding
149
New
13
Increased
64
Reduced
52
Closed
1
Top Buys
| 1 |
Hershey
HSY
|
$2.68M |
| 2 |
Prudential Financial
PRU
|
$1.63M |
| 3 |
Caterpillar
CAT
|
$1.26M |
| 4 |
Philip Morris
PM
|
$1.21M |
| 5 |
Air Products & Chemicals
APD
|
$1.16M |
Top Sells
| 1 |
Alcoa
AA
|
$6.66B |
| 2 |
Alerian MLP ETF
AMLP
|
$3.24M |
| 3 |
Toronto Dominion Bank
TD
|
$969K |
| 4 |
Macy's
M
|
$760K |
| 5 |
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% |
