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
$424M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.59M
3
+$1.53M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.39M
5
EQIX icon
Equinix
EQIX
+$1.38M

Top Sells

1
+$3.45M
2
+$2.48M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
LW icon
Lamb Weston
LW
+$1.49M

Sector Composition

1 Technology 24.46%
2 Financials 9.78%
3 Healthcare 9.72%
4 Consumer Discretionary 8.17%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.23%
12,655
+673
27
$5.14M 1.21%
84,079
+16,074
28
$4.29M 1.01%
60,078
+7,582
29
$4.06M 0.96%
63,518
+5,301
30
$3.97M 0.94%
6,540
+486
31
$3.5M 0.83%
35,934
+9,349
32
$3.5M 0.83%
4,246
+1,674
33
$3.36M 0.79%
22,082
+2,097
34
$3.32M 0.78%
147,176
+19,432
35
$2.85M 0.67%
16,206
-6,633
36
$2.83M 0.67%
17,469
-78
37
$2.74M 0.65%
5,536
-4,357
38
$2.57M 0.6%
19,703
-19,012
39
$2.47M 0.58%
4,715
-79
40
$2.29M 0.54%
31,833
+3,951
41
$2M 0.47%
17,600
-4,582
42
$1.81M 0.43%
6,965
+310
43
$1.74M 0.41%
10,984
-2,124
44
$1.59M 0.37%
15,103
45
$1.51M 0.36%
13,460
-1,560
46
$1.5M 0.35%
3,288
-3
47
$1.36M 0.32%
8,597
-47
48
$1.3M 0.31%
15,148
49
$1.29M 0.3%
2,675
50
$1.21M 0.28%
20,070
+690
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