RhumbLine Advisers

RhumbLine Advisers Portfolio holdings

AUM $125B
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112B
AUM Growth
+$936M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1 +$61.2M
2 +$38.5M
3 +$38.4M
4
WDAY icon
Workday
WDAY
+$32.2M
5
DOCU icon
DocuSign
DOCU
+$29.7M

Top Sells

1 +$145M
2 +$107M
3 +$83.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$52.2M
5
XYZ
Block Inc
XYZ
+$44.9M

Sector Composition

1 Technology 30.99%
2 Financials 13.52%
3 Consumer Discretionary 11.76%
4 Healthcare 10.06%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$1.6K ﹤0.01%
7
+1
3602
$1.59K ﹤0.01%
1,807
3603
$1.51K ﹤0.01%
612
3604
$1.5K ﹤0.01%
525
-670
3605
$1.46K ﹤0.01%
430
3606
$1.31K ﹤0.01%
31
3607
$1.28K ﹤0.01%
320
3608
$1.28K ﹤0.01%
269
3609
$1.25K ﹤0.01%
675
+470
3610
$1.25K ﹤0.01%
165
3611
$1.24K ﹤0.01%
470
3612
$1.21K ﹤0.01%
108
3613
$1.21K ﹤0.01%
205
3614
$1.2K ﹤0.01%
232
3615
$1.19K ﹤0.01%
258
+219
3616
$1.16K ﹤0.01%
1,367
3617
$1.15K ﹤0.01%
150
3618
$1.15K ﹤0.01%
187
3619
$1.14K ﹤0.01%
29
3620
$1.12K ﹤0.01%
89
3621
$1.05K ﹤0.01%
275
3622
$1.03K ﹤0.01%
346
3623
$1.02K ﹤0.01%
146
3624
$952 ﹤0.01%
1,094
3625
$912 ﹤0.01%
205