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
$148M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$1.57M
3 +$971K
4
ABT icon
Abbott
ABT
+$477K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$390K

Top Sells

1 +$1.51M
2 +$1.09M
3 +$501K
4
AAPL icon
Apple
AAPL
+$329K
5
DD icon
DuPont de Nemours
DD
+$325K

Sector Composition

1 Technology 17.14%
2 Healthcare 15.2%
3 Consumer Discretionary 8.44%
4 Communication Services 7.3%
5 Financials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,264
102
-3,020
103
-1,265
104
-4,030
105
-2,232
106
-8,604