RAM
Resona Asset Management Portfolio holdings
AUM
$20.4B
1-Year Est. Return
23.94%
1 Year Est. Return
+23.94%
AUM
$17.3B
AUM Growth
+$382M
(+2.3%)
Holding
828
Top Buys
| 1 | +$67.5M | |
| 2 | +$64.2M | |
| 3 | +$62.5M | |
| 4 |
Amazon
AMZN
|
+$47M |
| 5 |
Meta Platforms (Facebook)
META
|
+$27.4M |
Top Sells
| 1 | +$3.58M | |
| 2 | +$3.23M | |
| 3 | +$2.54M | |
| 4 |
The Mosaic Company
MOS
|
+$2.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Citigroup
C
$174B
| $47.1M | 0.27% |
663,643
+29,876
|
|
||
77
Union Pacific
UNP
$134B
| $47M | 0.27% |
199,675
+13,487
|
|
||
78
NextEra Energy
NEE
$174B
| $47M | 0.27% |
663,789
+53,764
|
|
||
79
Morgan Stanley
MS
$252B
| $46.1M | 0.27% |
395,862
+28,125
|
|
||
80
Blackrock
BLK
$180B
| $45.1M | 0.26% |
47,629
+3,249
|
|
||
81
Vertex Pharmaceuticals
VRTX
$107B
| $44.1M | 0.26% |
90,762
+4,535
|
|
||
82
Lowe's Companies
LOW
$137B
| $44M | 0.25% |
189,420
+13,843
|
|
||
83
Charles Schwab
SCHW
$171B
| $43.5M | 0.25% |
556,333
+78,665
|
|
||
84
Honeywell
HON
$129B
| $43.4M | 0.25% |
205,330
+15,266
|
|
||
85
Automatic Data Processing
ADP
$114B
| $43.1M | 0.25% |
141,497
+10,261
|
|
||
86
Uber
UBER
$192B
| $43M | 0.25% |
590,615
+47,042
|
|
||
87
ConocoPhillips
COP
$108B
| $42.5M | 0.25% |
406,697
+27,423
|
|
||
88
Bristol-Myers Squibb
BMY
$88.8B
| $42.2M | 0.24% |
694,359
+38,040
|
|
||
89
Applied Materials
AMAT
$179B
| $41.5M | 0.24% |
286,105
+16,112
|
|
||
90
Fiserv
FI
$66.1B
| $41.4M | 0.24% |
188,089
+11,710
|
|
||
91
Marsh & McLennan
MMC
$92.9B
| $41.3M | 0.24% |
169,263
+11,580
|
|
||
92
Exponent
EXPO
$3.41B
| $41.2M | 0.24% |
506,784
+74,605
|
|
||
93
Southern Company
SO
$108B
| $40.8M | 0.24% |
444,273
+28,166
|
|
||
94
Boeing
BA
$161B
| $39.7M | 0.23% |
232,080
+23,357
|
|
||
95
Stryker
SYK
$143B
| $39.5M | 0.23% |
106,452
+8,098
|
|
||
96
Deere & Co
DE
$124B
| $39.3M | 0.23% |
83,883
+6,291
|
|
||
97
Duke Energy
DUK
$99.9B
| $39M | 0.23% |
320,396
+18,689
|
|
||
98
STAAR Surgical
STAA
$1.24B
| $38.4M | 0.22% |
2,169,618
+669,430
|
|
||
99
Waste Management
WM
$86.8B
| $37.1M | 0.21% |
160,625
+9,965
|
|
||
100
McKesson
MCK
$97.8B
| $36.8M | 0.21% |
54,797
+2,399
|
|