RCM

Radnor Capital Management Portfolio holdings

AUM $674M
1-Year Est. Return 23.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.58M
3
+$1.99M
4
UNH icon
UnitedHealth
UNH
+$1.83M
5
AMP icon
Ameriprise Financial
AMP
+$1.37M

Top Sells

1
+$9.91M
2
+$9.69M
3
+$8.65M
4
EMR icon
Emerson Electric
EMR
+$5.84M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.76M

Sector Composition

1 Healthcare 34.05%
2 Energy 12.98%
3 Financials 10.62%
4 Technology 9.42%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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