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
$195M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.68M
2 +$4.32M
3 +$3.25M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.85M
5
GNRC icon
Generac Holdings
GNRC
+$2.67M

Top Sells

1 +$3.17M
2 +$2.74M
3 +$1.03M
4
HE icon
Hawaiian Electric Industries
HE
+$467K
5
DHR icon
Danaher
DHR
+$453K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.86%
3 Communication Services 9.58%
4 Consumer Discretionary 8.7%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-889
102
-278
103
-11,689
104
-20,867