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
$301M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$646K
2 +$565K
3 +$459K
4
ZTS icon
Zoetis
ZTS
+$342K
5
TSLA icon
Tesla
TSLA
+$322K

Top Sells

1 +$3M
2 +$776K
3 +$492K
4
DIS icon
Walt Disney
DIS
+$325K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$286K

Sector Composition

1 Technology 18.93%
2 Healthcare 18.15%
3 Industrials 15.38%
4 Financials 12.96%
5 Consumer Discretionary 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.07%
+3,573
77
$201K 0.07%
+5,055
78
$193K 0.06%
6,229