RIM
Regent Investment Management Portfolio holdings
AUM
$373M
1-Year Est. Return
10.22%
1 Year Est. Return
-10.22%
AUM
$373M
AUM Growth
+$30.6M
(+8.9%)
Holding
203
Top Buys
| 1 | +$2.79M | |
| 2 | +$1.07M | |
| 3 | +$1.07M | |
| 4 |
Salesforce
CRM
|
+$461K |
| 5 |
Bank of America
BAC
|
+$391K |
Top Sells
| 1 | +$670K | |
| 2 | +$469K | |
| 3 | +$446K | |
| 4 |
Citigroup
C
|
+$442K |
| 5 |
IAC Inc
IAC
|
+$358K |
Sector Composition
| 1 | Healthcare | 23.21% |
| 2 | Technology | 20.86% |
| 3 | Financials | 13.39% |
| 4 | Consumer Staples | 9.62% |
| 5 | Communication Services | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
APPH
201
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $6K | ﹤0.01% |
10,000
|
|
||
202
LyondellBasell Industries
LYB
$14.8B
| – | – |
-4,100
|
|