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
$340M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.25M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.08M
5
CRH icon
CRH
CRH
+$2.05M

Top Sells

1
+$3.55M
2
+$2.01M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.48M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.39M

Sector Composition

1 Technology 21.15%
2 Healthcare 16.38%
3 Industrials 15.61%
4 Consumer Discretionary 12.82%
5 Financials 12.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.08%
2,900
77
$271K 0.08%
+8,128
78
$243K 0.07%
5,058
79
$240K 0.07%
4,404
-642
80
$229K 0.07%
1,550
-350
81
$226K 0.07%
4,855
-200
82
– –
-1,653
83
– –
-12,960
84
– –
-3,573
1 2 3
4