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
$307M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$127K
3
+$127K
4
UNH icon
UnitedHealth
UNH
+$85.3K
5
DE icon
Deere & Co
DE
+$82.1K

Top Sells

1
+$1.07M
2
+$729K
3
+$555K
4
AMZN icon
Amazon
AMZN
+$463K
5
BKNG icon
Booking.com
BKNG
+$395K

Sector Composition

1 Technology 23.51%
2 Industrials 16.93%
3 Healthcare 15.78%
4 Consumer Discretionary 9.37%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.08%
2,800
77
$244K 0.08%
4,482
-1,600
78
$228K 0.07%
2,420
79
$223K 0.07%
1,275
80
$222K 0.07%
990
81
$212K 0.07%
5,238
+396
82
$76K 0.02%
803
83
– –
-3,661
1 2 3
4