RIG

Renaissance Investment Group Portfolio holdings

AUM $465M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
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
+$2.12M
2
+$301K
3
+$275K
4
GLD icon
SPDR Gold Trust
GLD
+$217K
5
V icon
Visa
V
+$139K

Top Sells

1
+$2.43M
2
+$91.1K
3
+$68.1K
4
XOM icon
Exxon Mobil
XOM
+$67.2K
5
RTX icon
RTX Corp
RTX
+$61K

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
1 2 3
4