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
$212M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$696K
3 +$554K
4
JPM icon
JPMorgan Chase
JPM
+$425K
5
USB icon
US Bancorp
USB
+$390K

Top Sells

1 +$1.38M
2 +$741K
3 +$641K
4
WSM icon
Williams-Sonoma
WSM
+$558K
5
APD icon
Air Products & Chemicals
APD
+$357K

Sector Composition

1 Healthcare 14.91%
2 Technology 13.27%
3 Industrials 12.3%
4 Financials 11.41%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.1%
5,204
77
$211K 0.1%
3,957
-770
78
$204K 0.1%
+1,775
79
-3,090
80
-9,660
81
-4,660
82
-1,331