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
$351M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$823K
2 +$766K
3 +$558K
4
ETN icon
Eaton
ETN
+$503K
5
FCX icon
Freeport-McMoran
FCX
+$484K

Top Sells

1 +$1.95M
2 +$1.48M
3 +$877K
4
APD icon
Air Products & Chemicals
APD
+$479K
5
AZTA icon
Azenta
AZTA
+$458K

Sector Composition

1 Technology 21.27%
2 Healthcare 14.21%
3 Consumer Discretionary 10.47%
4 Financials 9.03%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-280
152
-3,425
153
-182
154
-1,372
155
-115