RCM

Radnor Capital Management Portfolio holdings

AUM $657M
1-Year Est. Return 16.18%
This Quarter Est. Return
1 Year Est. Return
+16.18%
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 +$27.5M
2 +$696K
3 +$574K
4
EVR icon
Evercore
EVR
+$496K
5
SFIX icon
Stitch Fix
SFIX
+$435K

Top Sells

1 +$6.01M
2 +$724K
3 +$578K
4
ACN icon
Accenture
ACN
+$562K
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
-292
202
-5,820