RhumbLine Advisers

RhumbLine Advisers Portfolio holdings

AUM $124B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.2B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,060
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$22.8M
3 +$21.5M
4
WFC icon
Wells Fargo
WFC
+$19.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.3M

Top Sells

1 +$43M
2 +$42.1M
3 +$17.2M
4
CB icon
Chubb
CB
+$13.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.3M

Sector Composition

1 Technology 14.4%
2 Financials 14.39%
3 Healthcare 13.67%
4 Industrials 10.82%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
-5,584
3052
-6,633
3053
-15,685