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
$281M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$472K
3 +$375K
4
MLM icon
Martin Marietta Materials
MLM
+$234K
5
XYL icon
Xylem
XYL
+$229K

Top Sells

1 +$2.19M
2 +$594K
3 +$479K
4
HD icon
Home Depot
HD
+$303K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$260K

Sector Composition

1 Technology 16.38%
2 Industrials 16.2%
3 Healthcare 15.26%
4 Financials 13.4%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.08%
5,648
77
$209K 0.07%
+4,734
78
$208K 0.07%
+4,000
79
$200K 0.07%
5,058
80
-17,840