RP
Rice Partnership Portfolio holdings
AUM
$576M
This Quarter Return
+9.85%
1 Year Return
+19.97%
3 Year Return
+94.09%
5 Year Return
+173.87%
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(+9.6%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
47.15%
Holding
149
New
19
Increased
41
Reduced
36
Closed
10
Top Buys
| 1 |
Micron Technology
MU
|
$2.56M |
| 2 |
Netflix
NFLX
|
$2.28M |
| 3 |
Lamb Weston
LW
|
$1.95M |
| 4 |
Equinix
EQIX
|
$1.74M |
| 5 |
NVIDIA
NVDA
|
$1.36M |
Top Sells
| 1 |
IBM
IBM
|
$6.98M |
| 2 |
Pfizer
PFE
|
$4.58M |
| 3 |
Visa
V
|
$1M |
| 4 |
Generac Holdings
GNRC
|
$727K |
| 5 |
Johnson & Johnson
JNJ
|
$660K |
Sector Composition
| 1 | Technology | 23.38% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 8.71% |
| 4 | Consumer Discretionary | 8.22% |
| 5 | Industrials | 6.44% |
