RP

Rice Partnership Portfolio holdings

AUM $704M
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.8M
3
+$1.36M
4
AAPL icon
Apple
AAPL
+$1.26M
5
INTC icon
Intel
INTC
+$1.22M

Top Sells

1
+$1.69M
2
+$1.63M
3
+$522K
4
DHR icon
Danaher
DHR
+$339K
5
UPS icon
United Parcel Service
UPS
+$273K

Sector Composition

1 Technology 18.12%
2 Healthcare 14.3%
3 Financials 7.7%
4 Communication Services 7.54%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
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