RCM

Radnor Capital Management Portfolio holdings

AUM $676M
1-Year Est. Return 26.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$584K
3 +$403K
4
SPG icon
Simon Property Group
SPG
+$326K
5
SFIX
Stitch Fix
SFIX
+$317K

Top Sells

1 +$5.81M
2 +$670K
3 +$531K
4
ACN icon
Accenture
ACN
+$515K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$477K

Sector Composition

1 Healthcare 28.2%
2 Technology 14.87%
3 Industrials 13.48%
4 Financials 8.45%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,820
202
-10,000