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
$3.78B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.1M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.91M
5
AMZN icon
Amazon
AMZN
+$4.47M

Top Sells

1
+$8.75M
2
+$7.12M
3
+$5.49M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$5.24M
5
MDLZ icon
Mondelez International
MDLZ
+$4.65M

Sector Composition

1 Technology 17.64%
2 Financials 10.57%
3 Healthcare 10.13%
4 Industrials 7.46%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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1234
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1235
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1238
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1240
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1241
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1242
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1244
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1245
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1248
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1250
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