RCM

Regency Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 19.28%
This Quarter Est. Return
1 Year Est. Return
+19.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$2.97M
3
+$2.31M
4
TWLO icon
Twilio
TWLO
+$2.26M
5
DE icon
Deere & Co
DE
+$2.22M

Top Sells

1
+$9.43M
2
+$3.13M
3
+$2.77M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.22M
5
CLX icon
Clorox
CLX
+$2.13M

Sector Composition

1 Technology 14.53%
2 Financials 12.94%
3 Consumer Discretionary 11.22%
4 Industrials 8.66%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
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