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
$412M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$1.96M
3
+$1.23M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
TT icon
Trane Technologies
TT
+$921K

Top Sells

1
+$6.61M
2
+$6.25M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$3.43M
5
AVGO icon
Broadcom
AVGO
+$3.06M

Sector Composition

1 Technology 25.82%
2 Industrials 17.51%
3 Healthcare 12.92%
4 Consumer Discretionary 11.16%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,775
77
– –
-25,099
78
– –
-941
79
– –
-540
80
– –
-669
1 2 3
4