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
$460M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.72M
3
+$1.63M
4
CRM icon
Salesforce
CRM
+$998K
5
META icon
Meta Platforms (Facebook)
META
+$932K

Top Sells

1
+$6.91M
2
+$4.53M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$777K
5
APD icon
Air Products & Chemicals
APD
+$333K

Sector Composition

1 Technology 27.62%
2 Industrials 17.6%
3 Healthcare 13.75%
4 Consumer Discretionary 10.75%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.06%
1,567
-396
77
$250K 0.05%
717
-12,977
78
$242K 0.05%
3,291
-94,098
79
$231K 0.05%
3,615
-430
80
$215K 0.05%
1,035
-50
81
$210K 0.05%
969
82
$208K 0.05%
2,865
83
$207K 0.05%
+1,000
84
$9.6K ﹤0.01%
778
85
– –
-2,600
86
– –
-814
87
– –
-2,350
88
– –
-563
89
– –
-1,764
1 2 3
4