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
$214M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$1.99M
3 +$875K
4
DIS icon
Walt Disney
DIS
+$400K
5
GILD icon
Gilead Sciences
GILD
+$250K

Top Sells

1 +$1.45M
2 +$610K
3 +$449K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$363K
5
GE icon
GE Aerospace
GE
+$349K

Sector Composition

1 Healthcare 16.27%
2 Consumer Discretionary 14.02%
3 Industrials 13.56%
4 Technology 12.21%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,295