RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
-0.43%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$163M
AUM Growth
+$163M
(-1.4%)
Cap. Flow
+$186K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
26.51%
Holding
119
New
4
Increased
37
Reduced
67
Closed
5
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$1.02M |
| 2 |
iShares MSCI Germany ETF
EWG
|
$962K |
| 3 |
Invesco International Dividend Achievers ETF
PID
|
$683K |
| 4 |
Boeing
BA
|
$620K |
| 5 |
CVS Health
CVS
|
$605K |
Top Sells
| 1 |
Deere & Co
DE
|
$1.27M |
| 2 |
Diageo
DEO
|
$940K |
| 3 |
Unilever
UL
|
$808K |
| 4 |
Verizon
VZ
|
$805K |
| 5 |
McDonald's
MCD
|
$520K |
Sector Composition
| 1 | Healthcare | 17.29% |
| 2 | Industrials | 12.69% |
| 3 | Financials | 10.65% |
| 4 | Consumer Staples | 10.51% |
| 5 | Energy | 8.93% |
