RP
Rice Partnership Portfolio holdings
AUM
$576M
This Quarter Return
+12.64%
1 Year Return
+19.97%
3 Year Return
+94.09%
5 Year Return
+173.87%
10 Year Return
–
AUM
$268M
AUM Growth
+$268M
(+16%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
46.33%
Holding
112
New
22
Increased
49
Reduced
21
Closed
–
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$4.4M |
| 2 |
American Express
AXP
|
$3.16M |
| 3 |
Tesla
TSLA
|
$2.57M |
| 4 |
Visa
V
|
$2.21M |
| 5 |
NUAN
Nuance Communications, Inc.
NUAN
|
$1.74M |
Top Sells
| 1 |
Verizon
VZ
|
$1.73M |
| 2 |
Procter & Gamble
PG
|
$1.68M |
| 3 |
Home Depot
HD
|
$1.34M |
| 4 |
Johnson & Johnson
JNJ
|
$1.25M |
| 5 |
Walmart
WMT
|
$1.04M |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 14.76% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Communication Services | 8.67% |
| 5 | Financials | 8.63% |
