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
$317M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$1.99M
3 +$1.84M
4
DE icon
Deere & Co
DE
+$1.5M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.14M

Top Sells

1 +$5.46M
2 +$5.11M
3 +$2.55M
4
ABT icon
Abbott
ABT
+$2.23M
5
ETN icon
Eaton
ETN
+$1.38M

Sector Composition

1 Technology 18.9%
2 Healthcare 15.16%
3 Financials 11.16%
4 Consumer Discretionary 7.07%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-191,818
127
-439
128
-594
129
-1,508