RJT

Raymond James Trust Portfolio holdings

AUM $4.6B
1-Year Est. Return 33.54%
This Quarter Est. Return
1 Year Est. Return
+33.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$16.1M
3 +$11.9M
4
CVX icon
Chevron
CVX
+$11.7M
5
PG icon
Procter & Gamble
PG
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.45%
2 Financials 11.4%
3 Energy 10.88%
4 Healthcare 10.87%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$20K ﹤0.01%
+2,500
527
$17K ﹤0.01%
+10,000
528
$17K ﹤0.01%
+10,000