RP

Regal Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$940M
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$96.7M
2 +$78M
3 +$76.4M
4
BAC icon
Bank of America
BAC
+$68.1M
5
WYNN icon
Wynn Resorts
WYNN
+$58.6M

Top Sells

1 +$27.9M
2 +$15.9M
3 +$13.2M
4
LHX icon
L3Harris
LHX
+$13.1M
5
COP icon
ConocoPhillips
COP
+$13.1M

Sector Composition

1 Financials 33.17%
2 Materials 30.23%
3 Consumer Discretionary 10.77%
4 Communication Services 9.22%
5 Energy 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-108,950
52
-587,751
53
-22,000
54
-155,325
55
-100,000
56
-60,000
57
-11,000