RAM

Resona Asset Management Portfolio holdings

AUM $21.1B
1-Year Est. Return 26.3%
This Quarter Est. Return
1 Year Est. Return
+26.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.3B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$64.2M
3
+$62.5M
4
AMZN icon
Amazon
AMZN
+$47M
5
META icon
Meta Platforms (Facebook)
META
+$27.4M

Top Sells

1
+$3.58M
2
+$3.23M
3
+$2.54M
4
MOS icon
The Mosaic Company
MOS
+$2.53M
5
ENPH icon
Enphase Energy
ENPH
+$2.5M

Sector Composition

1 Technology 29.73%
2 Financials 13.04%
3 Healthcare 11.87%
4 Consumer Discretionary 10.2%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.6M 0.01%
15,614
+313
602
$1.59M 0.01%
12,969
+121
603
$1.59M 0.01%
48,065
+3,941
604
$1.57M 0.01%
260,794
+22,395
605
$1.54M 0.01%
46,279
+4,057
606
$1.52M 0.01%
25,772
+2,244
607
$1.49M 0.01%
112,516
+21,821
608
$1.47M 0.01%
19,742
+1,748
609
$1.46M 0.01%
105,225
+17,460
610
$1.41M 0.01%
89,390
+11,869
611
$1.39M 0.01%
81,822
+7,022
612
$1.39M 0.01%
+52,302
613
$1.39M 0.01%
15,689
614
$1.38M 0.01%
30,719
+5,846
615
$1.37M 0.01%
46,814
+4,763
616
$1.36M 0.01%
5,589
-21
617
$1.34M 0.01%
48,994
+3,983
618
$1.32M 0.01%
68,910
+4,942
619
$1.26M 0.01%
32,085
+605
620
$1.25M 0.01%
7,950
621
$1.25M 0.01%
97,054
+7,692
622
$1.24M 0.01%
43,423
+5,079
623
$1.21M 0.01%
15,058
+288
624
$1.18M 0.01%
30,437
+2,515
625
$1.17M 0.01%
72,904
+6,646
23 24
25
26 27