RRCM

Rappaport Reiches Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 7.92%
This Quarter Est. Return
1 Year Est. Return
+7.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.77%
2 Healthcare 7.39%
3 Communication Services 3.86%
4 Financials 2.16%
5 Consumer Discretionary 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.23%
+3,044
52
$213K 0.22%
+541
53
$203K 0.21%
+8,406
54
$202K 0.21%
+635
55
$202K 0.21%
+1,306
56
$200K 0.21%
+290