RI

Relational Investors Portfolio holdings

AUM $840M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.61B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$856M
2
+$692M
3
+$489M
4
SPXC icon
SPX Corp
SPXC
+$478M
5
BG icon
Bunge Global
BG
+$426M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 35.79%
2 Technology 18.31%
3 Consumer Staples 16.3%
4 Healthcare 9.63%
5 Energy 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$856M 15.26%
+76,045,006
2
$692M 12.34%
+10,011,507
3
$489M 8.72%
+17,150,200
4
$478M 8.52%
+26,390,039
5
$426M 7.59%
+6,015,248
6
$399M 7.12%
+9,008,662
7
$372M 6.64%
+9,243,311
8
$303M 5.4%
+4,557,227
9
$291M 5.19%
+1,820,602
10
$290M 5.17%
+9,485,571
11
$250M 4.46%
+4,129,115
12
$246M 4.38%
+1,168,652
13
$171M 3.05%
+2,366,237
14
$113M 2.02%
+17,847,255
15
$74.8M 1.33%
+1,067,802
16
$65.8M 1.17%
+2,500,200
17
$52.2M 0.93%
+901,100
18
$39.9M 0.71%
+3,518,400