RIM

Reliant Investment Management Portfolio holdings

AUM $231M
1-Year Est. Return 29.52%
This Quarter Est. Return
1 Year Est. Return
+29.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.66M
3
+$5.44M
4
HUBB icon
Hubbell
HUBB
+$5.17M
5
FANG icon
Diamondback Energy
FANG
+$4.63M

Top Sells

1
+$6.52M
2
+$5.44M
3
+$4.98M
4
MMC icon
Marsh & McLennan
MMC
+$4.92M
5
DOV icon
Dover
DOV
+$282K

Sector Composition

1 Technology 32.18%
2 Financials 19.46%
3 Industrials 12.82%
4 Communication Services 9.93%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
26
Hubbell
HUBB
$22.8B
$5.17M 2.24%
+12,660
BLK icon
27
Blackrock
BLK
$175B
$5.08M 2.2%
4,844
+208
DIS icon
28
Walt Disney
DIS
$202B
$4.97M 2.15%
40,040
-1,085
FANG icon
29
Diamondback Energy
FANG
$43B
$4.8M 2.08%
34,936
+33,675
GLOB icon
30
Globant
GLOB
$2.61B
$2.02M 0.88%
22,256
-1,090
PG icon
31
Procter & Gamble
PG
$355B
$1.83M 0.79%
11,473
-240
MSFT icon
32
Microsoft
MSFT
$3.88T
$1.33M 0.57%
2,667
-10,946
XOM icon
33
Exxon Mobil
XOM
$496B
$1.23M 0.53%
11,415
-769
IBM icon
34
IBM
IBM
$261B
$1.22M 0.53%
4,145
+245
WMT icon
35
Walmart
WMT
$845B
$801K 0.35%
8,190
+2,376
LLY icon
36
Eli Lilly
LLY
$734B
$763K 0.33%
979
-22
CSCO icon
37
Cisco
CSCO
$281B
$739K 0.32%
10,645
+1,905
MMC icon
38
Marsh & McLennan
MMC
$91.8B
$527K 0.23%
2,411
-22,493
NVDA icon
39
NVIDIA
NVDA
$4.43T
$469K 0.2%
2,967
+617
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$393K 0.17%
809
-201
COP icon
41
ConocoPhillips
COP
$113B
$348K 0.15%
3,875
+600
CL icon
42
Colgate-Palmolive
CL
$63.2B
$345K 0.15%
3,800
PEP icon
43
PepsiCo
PEP
$207B
$326K 0.14%
2,470
META icon
44
Meta Platforms (Facebook)
META
$1.86T
$314K 0.14%
426
ADP icon
45
Automatic Data Processing
ADP
$114B
$311K 0.13%
1,009
HON icon
46
Honeywell
HON
$141B
$309K 0.13%
1,325
-2
TSLA icon
47
Tesla
TSLA
$1.43T
$301K 0.13%
+948
SLB icon
48
SLB Limited
SLB
$53.5B
$301K 0.13%
8,906
-1,155
COST icon
49
Costco
COST
$415B
$274K 0.12%
277
-5
MCO icon
50
Moody's
MCO
$85.7B
$265K 0.11%
528
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