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
$307M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$127K
3
+$127K
4
UNH icon
UnitedHealth
UNH
+$85.3K
5
DE icon
Deere & Co
DE
+$82.1K

Top Sells

1
+$1.07M
2
+$729K
3
+$555K
4
AMZN icon
Amazon
AMZN
+$463K
5
BKNG icon
Booking.com
BKNG
+$395K

Sector Composition

1 Technology 23.51%
2 Industrials 16.93%
3 Healthcare 15.78%
4 Consumer Discretionary 9.37%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$832K 0.27%
5,895
-305
52
$751K 0.24%
9,698
+47
53
$701K 0.23%
1,365
+166
54
$614K 0.2%
2,522
-55
55
$601K 0.2%
3,921
+261
56
$600K 0.2%
7,890
57
$523K 0.17%
4,920
-4,360
58
$515K 0.17%
13,779
+129
59
$511K 0.17%
6,376
+80
60
$509K 0.17%
6,661
-4,517
61
$473K 0.15%
4,350
+100
62
$460K 0.15%
3,954
63
$453K 0.15%
8,951
64
$401K 0.13%
1,919
65
$375K 0.12%
2,610
+232
66
$351K 0.11%
2,740
67
$345K 0.11%
567
-4
68
$328K 0.11%
3,214
69
$320K 0.1%
2,213
+129
70
$302K 0.1%
3,801
+261
71
$289K 0.09%
1,059
72
$286K 0.09%
5,136
73
$283K 0.09%
9,750
74
$270K 0.09%
1,359
75
$261K 0.09%
2,150
1 2
3
4