RP
Regal Partners Portfolio holdings
AUM
$1.18B
1-Year Return
25.9%
This Quarter Return
+14.53%
1 Year Return
+25.9%
3 Year Return
+86.75%
5 Year Return
+89.2%
10 Year Return
+351.79%
AUM
$1.18B
AUM Growth
+$207M
(+21%)
Cap. Flow
+$86.2M
Cap. Flow
% of AUM
7.28%
Top 10 Holdings %
Top 10 Hldgs %
72.58%
Holding
87
New
37
Increased
15
Reduced
19
Closed
10
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$43M |
| 2 |
Sanofi
SNY
|
+$37.8M |
| 3 |
Freeport-McMoran
FCX
|
+$26.1M |
| 4 |
Core Scientific
CORZ
|
+$9.09M |
| 5 |
Apollo Global Management
APO
|
+$8.97M |
Top Sells
| 1 |
Newmont
NEM
|
+$17.7M |
| 2 |
Meta Platforms (Facebook)
META
|
+$15.8M |
| 3 |
Tradeweb Markets
TW
|
+$9.93M |
| 4 |
B
Barrick Mining Corporation
B
|
+$9.2M |
| 5 |
Hudbay
HBM
|
+$7.35M |
Sector Composition
| 1 | Materials | 38.42% |
| 2 | Financials | 25.65% |
| 3 | Healthcare | 12% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 8.24% |
