RP

Rice Partnership Portfolio holdings

AUM $576M
1-Year Est. Return 19.97%
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.99M
3
+$1.84M
4
DE icon
Deere & Co
DE
+$1.5M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.14M

Top Sells

1
+$5.46M
2
+$5.11M
3
+$2.55M
4
ABT icon
Abbott
ABT
+$2.23M
5
ETN icon
Eaton
ETN
+$1.38M

Sector Composition

1 Technology 18.9%
2 Healthcare 15.16%
3 Financials 11.16%
4 Consumer Discretionary 7.07%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.44%
19,388
-56
27
$4.42M 1.39%
9,673
+4,365
28
$4.21M 1.33%
50,096
-12,592
29
$3.69M 1.17%
42,505
-3,455
30
$3.58M 1.13%
32,650
-20,280
31
$3.41M 1.08%
22,517
-33,713
32
$3.23M 1.02%
32,036
+3,589
33
$2.71M 0.86%
82,407
+10,479
34
$2.59M 0.82%
52,970
-22,738
35
$2.43M 0.77%
63,920
-8,748
36
$2.17M 0.69%
43,447
-1,537
37
$2.12M 0.67%
15,103
38
$2.06M 0.65%
6,325
39
$1.97M 0.62%
5,156
+41
40
$1.93M 0.61%
17,510
+3,515
41
$1.89M 0.6%
21,298
-222
42
$1.88M 0.59%
14,896
+34
43
$1.88M 0.59%
128,650
-17,860
44
$1.64M 0.52%
16,286
-4,337
45
$1.59M 0.5%
3,277
46
$1.58M 0.5%
8,830
+748
47
$1.48M 0.47%
11,978
-2,468
48
$1.35M 0.43%
23,202
-5,904
49
$1.32M 0.42%
3,787
+22
50
$1.09M 0.34%
36,776
-3,450
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