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
$2.78B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.86M

Top Sells

1
+$958M
2
+$170M
3
+$119M
4
MTW icon
Manitowoc
MTW
+$19M

Sector Composition

1 Consumer Staples 32.46%
2 Industrials 31.51%
3 Healthcare 12.47%
4 Technology 9.78%
5 Energy 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$453M 16.29%
12,468,076
2
$450M 16.17%
4,946,670
3
$369M 13.25%
17,033,688
-7,848,360
4
$347M 12.47%
12,968,332
-4,467,539
5
$282M 10.15%
5,875,984
6
$272M 9.78%
2,478,543
7
$225M 8.1%
11,252,078
-949,406
8
$209M 7.51%
22,807,519
9
$94.9M 3.41%
30,229,080
10
$50.8M 1.83%
3,518,400
11
$20M 0.72%
97,200
+62,700
12
$8.79M 0.32%
33,300
+22,200
13
– –
-59,503,699