RIM
Regent Investment Management Portfolio holdings
AUM
$373M
1-Year Est. Return
10.22%
This Fund
S&P 500
1 Year Est. Return
-10.22%
AUM
$343M
AUM Growth
-$15.7M
(-4.4%)
Holding
203
Top Buys
| 1 | +$1.66M | |
| 2 | +$940K | |
| 3 | +$670K | |
| 4 |
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
|
+$602K |
| 5 |
Palo Alto Networks
PANW
|
+$554K |
Top Sells
| 1 | +$858K | |
| 2 | +$808K | |
| 3 | +$517K | |
| 4 |
Verizon
VZ
|
+$471K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$271K |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Healthcare | 21.99% |
| 3 | Financials | 12.43% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Staples | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Coty
COTY
$2.07B
| – | – |
-10,477
|
|
||
202
iShares Core Dividend Growth ETF
DGRO
$39.4B
| – | – |
-4,345
|
|
||
203
Annaly Capital Management
NLY
$16.1B
| – | – |
-2,838
|
|