RAM
Redmond Asset Management Portfolio holdings
AUM
$419M
This Quarter Return
+14.94%
1 Year Return
+17.83%
3 Year Return
+75.71%
5 Year Return
+143.92%
10 Year Return
+349.03%
AUM
$230M
AUM Growth
+$20.9M
(+10%)
Cap. Flow
-$3.52M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
23.14%
Holding
172
New
11
Increased
84
Reduced
47
Closed
18
Top Buys
| 1 |
Brookfield
BN
|
$1.62M |
| 2 |
POLY
Plantronics, Inc.
POLY
|
$1.48M |
| 3 |
Applied Industrial Technologies
AIT
|
$1.22M |
| 4 |
Heron Therapeutics
HRTX
|
$1.1M |
| 5 |
Align Technology
ALGN
|
$1M |
Top Sells
| 1 |
Intel
INTC
|
$1.88M |
| 2 |
Apple
AAPL
|
$1.38M |
| 3 |
LKQ Corp
LKQ
|
$1.32M |
| 4 |
Williams-Sonoma
WSM
|
$1.19M |
| 5 |
LABL
Multi-Color Corp
LABL
|
$1.04M |
Sector Composition
| 1 | Technology | 20.37% |
| 2 | Industrials | 19.65% |
| 3 | Healthcare | 13.95% |
| 4 | Financials | 11.85% |
| 5 | Consumer Discretionary | 10.35% |
