RCM

Requisite Capital Management Portfolio holdings

AUM $462M
1-Year Est. Return 8.05%
This Quarter Est. Return
1 Year Est. Return
+8.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$19M
3 +$11.4M
4
RRC icon
Range Resources
RRC
+$9.14M
5
ET icon
Energy Transfer Partners
ET
+$6.35M

Top Sells

1 +$33.5M
2 +$7.94M
3 +$725K
4
UNH icon
UnitedHealth
UNH
+$391K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$274K

Sector Composition

1 Energy 12.3%
2 Real Estate 3.23%
3 Consumer Discretionary 1.67%
4 Technology 1.37%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,674
77
-38,287
78
-828
79
-1,053,906