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
$234M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$2.51M
3 +$1.91M
4
UNH icon
UnitedHealth
UNH
+$1.79M
5
AMP icon
Ameriprise Financial
AMP
+$1.48M

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
201
-1,463
202
-2,065
203
-6,681
204
-2,200
205
-1,307
206
-24,850
207
-4,129
208
-13,913
209
-15,505
210
-5,320
211
-30,004
212
-771
213
-42,663
214
-22,558
215
-7,964
216
-7,507
217
-1,100
218
-12,176
219
-58,971
220
-32,622
221
-20,957
222
-10,035
223
-9,220
224
-14,914
225
-24,062