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
$206M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.14M
3
+$700K
4
AMGN icon
Amgen
AMGN
+$242K
5
MRK icon
Merck
MRK
+$234K

Top Sells

1
+$2.71M
2
+$2.56M
3
+$610K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$386K
5
APA icon
APA Corp
APA
+$263K

Sector Composition

1 Healthcare 17.38%
2 Consumer Discretionary 14.22%
3 Financials 12.51%
4 Technology 10.63%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.11%
+2,193
77
$200K 0.1%
+3,029
78
– –
-1,564
79
– –
-73,764
80
– –
-11,188
1 2 3
4