RAM

Redmond Asset Management Portfolio holdings

AUM $419M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.66M
3 +$1.43M
4
BDX icon
Becton Dickinson
BDX
+$1.28M
5
ENOV icon
Enovis
ENOV
+$1.15M

Top Sells

1 +$2M
2 +$1.56M
3 +$1M
4
POLY
Plantronics, Inc.
POLY
+$886K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Technology 20.21%
2 Industrials 19.33%
3 Financials 15.02%
4 Healthcare 11.96%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.32M 0.66%
8,372
+6,832
52
$1.29M 0.64%
37,551
-3,935
53
$1.28M 0.64%
+5,724
54
$1.28M 0.64%
8,196
+517
55
$1.28M 0.63%
9,186
+995
56
$1.21M 0.6%
7,434
+40
57
$1.2M 0.6%
20,450
-870
58
$1.15M 0.57%
+33,859
59
$1.13M 0.56%
13,238
+2,754
60
$1.1M 0.55%
16,725
+596
61
$1.08M 0.54%
110,851
+18,819
62
$1.06M 0.53%
23,866
+4,009
63
$1.05M 0.52%
30,195
+831
64
$1.02M 0.51%
86,130
+840
65
$1M 0.5%
21,557
-792
66
$998K 0.5%
7,382
-219
67
$990K 0.49%
+10,342
68
$962K 0.48%
21,049
+210
69
$953K 0.47%
5,772
-1,515
70
$950K 0.47%
13,114
-328
71
$947K 0.47%
4,476
-252
72
$922K 0.46%
63,775
+382
73
$901K 0.45%
+20,492
74
$852K 0.42%
18,632
-285
75
$842K 0.42%
6,944
-21