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
$249M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$70.9K
3
+$70.6K
4
CAT icon
Caterpillar
CAT
+$55K
5
DHR icon
Danaher
DHR
+$51.9K

Top Sells

1
+$357K
2
+$321K
3
+$299K
4
HD icon
Home Depot
HD
+$268K
5
BA icon
Boeing
BA
+$249K

Sector Composition

1 Industrials 15.96%
2 Financials 15.45%
3 Technology 13.38%
4 Healthcare 12.3%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.23%
7,171
-429
52
$553K 0.22%
13,627
53
$541K 0.22%
3,450
-50
54
$486K 0.2%
3,842
55
$484K 0.19%
5,032
-58
56
$481K 0.19%
6,960
-652
57
$458K 0.18%
6,800
+685
58
$440K 0.18%
7,210
59
$424K 0.17%
8,950
60
$411K 0.17%
35,125
+11,750
61
$408K 0.16%
6,075
62
$380K 0.15%
6,848
63
$354K 0.14%
3,395
64
$347K 0.14%
2,107
65
$344K 0.14%
4,700
-1,119
66
$331K 0.13%
1,960
-20
67
$329K 0.13%
1,694
68
$328K 0.13%
1,911
+36
69
$311K 0.12%
2,215
+505
70
$298K 0.12%
1,616
71
$293K 0.12%
9,666
-525
72
$279K 0.11%
3,280
+80
73
$273K 0.11%
940
74
$254K 0.1%
3,190
75
$241K 0.1%
2,560
1 2
3
4