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
$1.34B
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.48M
3 +$1.3M
4
QCOM icon
Qualcomm
QCOM
+$1.16M
5
GE icon
GE Aerospace
GE
+$951K

Top Sells

1 +$5.34M
2 +$5.26M
3 +$3.24M
4
CPB icon
Campbell Soup
CPB
+$2.43M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.09M

Sector Composition

1 Financials 12.84%
2 Healthcare 12.71%
3 Technology 11.57%
4 Consumer Staples 9.8%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-10,086