RIM

Reynolds Investment Management Portfolio holdings

AUM $281M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$30M
3 +$25.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.96%
2 Consumer Staples 6.65%
3 Technology 6.15%
4 Healthcare 3.94%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SON icon
76
Sonoco
SON
$4.27B
$615K 0.18%
+9,826
AJG icon
77
Arthur J. Gallagher & Co
AJG
$66.2B
$600K 0.18%
+3,438
RY icon
78
Royal Bank of Canada
RY
$238B
$596K 0.18%
+5,403
SYK icon
79
Stryker
SYK
$136B
$557K 0.16%
+2,085
SHEL icon
80
Shell
SHEL
$208B
$487K 0.14%
+8,871
BA icon
81
Boeing
BA
$170B
$481K 0.14%
+2,511
ABT icon
82
Abbott
ABT
$220B
$457K 0.13%
+3,862
KHC icon
83
Kraft Heinz
KHC
$28.9B
$447K 0.13%
+11,351
ABBV icon
84
AbbVie
ABBV
$400B
$444K 0.13%
+2,739
WBA
85
DELISTED
Walgreens Boots Alliance
WBA
$432K 0.13%
+9,656
VCSH icon
86
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.8B
$397K 0.12%
+5,079
MRK icon
87
Merck
MRK
$254B
$381K 0.11%
+4,647
ORCL icon
88
Oracle
ORCL
$564B
$339K 0.1%
+4,095
TSLA icon
89
Tesla
TSLA
$1.62T
$330K 0.1%
+918
KMB icon
90
Kimberly-Clark
KMB
$33.3B
$297K 0.09%
+2,413
UNH icon
91
UnitedHealth
UNH
$297B
$292K 0.09%
+573
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$46.7B
$285K 0.08%
+3,653
COP icon
93
ConocoPhillips
COP
$115B
$276K 0.08%
+2,755
CL icon
94
Colgate-Palmolive
CL
$63.1B
$274K 0.08%
+3,617
NEE icon
95
NextEra Energy
NEE
$165B
$272K 0.08%
+3,214
V icon
96
Visa
V
$679B
$264K 0.08%
+1,192
ENB icon
97
Enbridge
ENB
$102B
$261K 0.08%
+5,671
GOOG icon
98
Alphabet (Google) Class C
GOOG
$3.72T
$254K 0.07%
+1,820
VTI icon
99
Vanguard Total Stock Market ETF
VTI
$569B
$252K 0.07%
+1,108
GLD icon
100
SPDR Gold Trust
GLD
$150B
$245K 0.07%
+1,357