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
$202M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$297K
3 +$253K
4
GLD icon
SPDR Gold Trust
GLD
+$228K
5
T icon
AT&T
T
+$147K

Top Sells

1 +$2.41M
2 +$92.8K
3 +$71.3K
4
LEA icon
Lear
LEA
+$61.7K
5
RTX icon
RTX Corp
RTX
+$61.5K

Sector Composition

1 Healthcare 18%
2 Consumer Discretionary 11.78%
3 Technology 10.78%
4 Industrials 10.36%
5 Consumer Staples 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$211K 0.1%
1,966
+10
77
$201K 0.1%
1,383