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
$192M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$2.56M
3 +$1.55M
4
EWP icon
iShares MSCI Spain ETF
EWP
+$1.49M
5
MAS icon
Masco
MAS
+$773K

Top Sells

1 +$2.72M
2 +$1.56M
3 +$1.29M
4
CVX icon
Chevron
CVX
+$896K
5
UNP icon
Union Pacific
UNP
+$860K

Sector Composition

1 Healthcare 16.43%
2 Consumer Discretionary 14.25%
3 Industrials 13.31%
4 Technology 11.64%
5 Financials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,873
77
-3,500