RIG

Renaissance Investment Group Portfolio holdings

AUM $494M
1-Year Est. Return 24.81%
This Quarter Est. Return
1 Year Est. Return
+24.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.72M
3
+$1.63M
4
CRM icon
Salesforce
CRM
+$998K
5
META icon
Meta Platforms (Facebook)
META
+$932K

Top Sells

1
+$6.91M
2
+$4.53M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$777K
5
APD icon
Air Products & Chemicals
APD
+$333K

Sector Composition

1 Technology 27.62%
2 Industrials 17.6%
3 Healthcare 13.75%
4 Consumer Discretionary 10.75%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.38M 1.82%
31,741
+1,834
27
$8.27M 1.8%
51,102
+989
28
$8.17M 1.78%
21,178
+4,219
29
$7.3M 1.59%
250,013
-2,055
30
$7.14M 1.55%
25,533
+424
31
$6.44M 1.4%
125,070
+3,325
32
$5.9M 1.28%
81,835
+4,747
33
$5.72M 1.24%
+17,139
34
$5.71M 1.24%
40,641
+1,203
35
$5.16M 1.12%
20,437
+3,954
36
$4.92M 1.07%
25,850
-290
37
$4.65M 1.01%
141,656
-79
38
$4.64M 1.01%
17,761
-5,804
39
$4.59M 1%
8,669
+1,759
40
$3.86M 0.84%
7,323
-17
41
$2.05M 0.45%
12,213
-525
42
$2.03M 0.44%
3,647
+56
43
$1.99M 0.43%
17,934
-158
44
$1.6M 0.35%
4,200
-300
45
$1.56M 0.34%
16,329
-167
46
$1.55M 0.34%
6,096
-1,306
47
$1.44M 0.31%
6,153
-115
48
$1.36M 0.3%
10,767
-920
49
$1.33M 0.29%
10,929
-1,450
50
$1.3M 0.28%
12,768
-936
1
2
3 4