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
$208M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$613K
3 +$497K
4
DIS icon
Walt Disney
DIS
+$481K
5
COST icon
Costco
COST
+$456K

Top Sells

1 +$1.06M
2 +$544K
3 +$440K
4
EMC
EMC CORPORATION
EMC
+$336K
5
TJX icon
TJX Companies
TJX
+$282K

Sector Composition

1 Energy 16.67%
2 Industrials 15.19%
3 Healthcare 13.04%
4 Consumer Discretionary 12.18%
5 Technology 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,480
77
-3,790