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
$249M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$70.9K
3
+$70.6K
4
CAT icon
Caterpillar
CAT
+$55K
5
DHR icon
Danaher
DHR
+$51.9K

Top Sells

1
+$357K
2
+$321K
3
+$299K
4
HD icon
Home Depot
HD
+$268K
5
BA icon
Boeing
BA
+$249K

Sector Composition

1 Industrials 15.96%
2 Financials 15.45%
3 Technology 13.38%
4 Healthcare 12.3%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.1%
1,722
77
$234K 0.09%
3,954
78
$232K 0.09%
2,423
79
$216K 0.09%
3,402
80
$209K 0.08%
2,670
81
$143K 0.06%
11,000
82
– –
-3,800
83
– –
-8,400
1 2 3
4