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
51
$1.21M 0.28%
27,294
-43
52
$1.18M 0.28%
10,175
+1,687
53
$1.17M 0.27%
12,050
-19
54
$953K 0.22%
11,075
55
$944K 0.22%
4,599
-223
56
$887K 0.21%
1,826
+275
57
$783K 0.18%
2,807
-498
58
$752K 0.18%
15,060
-49
59
$730K 0.17%
4,011
+360
60
$660K 0.16%
496
-171
61
$660K 0.16%
13,150
62
$635K 0.15%
3,629
-150
63
$548K 0.13%
6,087
+456
64
$521K 0.12%
13,746
+903
65
$514K 0.12%
+8,776
66
$498K 0.12%
1,447
67
$475K 0.11%
1,921
68
$432K 0.1%
3,271
+445
69
$431K 0.1%
1,280
-50
70
$418K 0.1%
1,990
-26
71
$404K 0.1%
6,970
-90
72
$400K 0.09%
901
-5
73
$395K 0.09%
+1,009
74
$389K 0.09%
+13,356
75
$345K 0.08%
8,047
+391
1 2
3
4 5