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
$474M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$665K
3 +$554K
4
CRWD icon
CrowdStrike
CRWD
+$521K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$422K

Top Sells

1 +$1.28M
2 +$1.21M
3 +$1.1M
4
AVGO icon
Broadcom
AVGO
+$850K
5
ROK icon
Rockwell Automation
ROK
+$692K

Sector Composition

1 Technology 27.1%
2 Industrials 18.1%
3 Healthcare 12.63%
4 Consumer Discretionary 11.72%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.04%
563
77
$203K 0.04%
1,220
-400
78
$200K 0.04%
+575
79
-2,576
80
-3,615
81
-4,754
82
-3,047
83
-2,555
84
-1,035
85
-775
86
-5,808
87
-1,567
88
-10,000
89
-700