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
$2.38B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$250M
2
+$148M
3
+$75.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.41M

Sector Composition

1 Consumer Staples 36.08%
2 Industrials 18.7%
3 Healthcare 18.02%
4 Technology 11.94%
5 Energy 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$450M 18.94%
12,468,076
2
$428M 18.02%
12,968,332
3
$407M 17.15%
4,946,670
4
$284M 11.94%
2,478,543
5
$216M 9.1%
10,109,928
-6,923,760
6
$212M 8.91%
22,807,519
7
$144M 6.07%
7,388,218
-3,863,860
8
$83.8M 3.53%
1,475,984
-4,400,000
9
$80.7M 3.4%
30,229,080
10
$59.7M 2.51%
3,518,400
11
$6.77M 0.29%
32,800
-64,400
12
$3.83M 0.16%
13,800
-19,500