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RP

Rice Partnership Portfolio holdings

AUM $732M
1-Year Est. Return 28.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$10.6M
3
+$5.92M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.92M

Top Sells

1
+$3.84M
2
+$3.77M
3
+$2.9M
4
CRM icon
Salesforce
CRM
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.75M

Sector Composition

1 Technology 21.92%
2 Financials 11.11%
3 Consumer Discretionary 6.66%
4 Industrials 6.48%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$125K 0.02%
894
+570
127
$110K 0.02%
+2,067
128
$109K 0.02%
1,368
+846
129
$109K 0.02%
908
+90
130
$105K 0.01%
807
+429
131
$101K 0.01%
839
+171
132
$97.7K 0.01%
146
+34
133
$88.9K 0.01%
833
134
$85.5K 0.01%
587
135
$84.5K 0.01%
1,246
+312
136
$79.9K 0.01%
859
-3
137
$78.9K 0.01%
382
+90
138
$78.6K 0.01%
900
+43
139
$76.4K 0.01%
717
+146
140
$68.7K 0.01%
223
141
$61.6K 0.01%
+518
142
$53K 0.01%
580
+29
143
$52.4K 0.01%
+543
144
$52K 0.01%
470
+370
145
$51K 0.01%
494
146
$46.4K 0.01%
249
147
$46.1K 0.01%
+448
148
$44.8K 0.01%
480
149
$43.1K 0.01%
+844
150
$41.6K 0.01%
+402
4 5
6
7 8