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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
151
$39.7K 0.01%
+358
152
$36.4K 0.01%
320
+70
153
$35.9K 0.01%
458
154
$29.7K ﹤0.01%
204
-9
155
$28.9K ﹤0.01%
571
-535
156
$28.7K ﹤0.01%
90
157
$27.6K ﹤0.01%
233
-349
158
$27K ﹤0.01%
138
+31
159
$26.9K ﹤0.01%
105
+24
160
$26.3K ﹤0.01%
+976
161
$24.9K ﹤0.01%
175
-25
162
$23.1K ﹤0.01%
243
163
$22.8K ﹤0.01%
+117
164
$17.1K ﹤0.01%
+320
165
$16.3K ﹤0.01%
618
166
$16.1K ﹤0.01%
+128
167
$14.8K ﹤0.01%
+292
168
$11.7K ﹤0.01%
+229
169
$11.7K ﹤0.01%
278
170
$11.4K ﹤0.01%
+200
171
$11.3K ﹤0.01%
81
-315
172
$10.1K ﹤0.01%
71
+49
173
$10.1K ﹤0.01%
+72
174
$9.95K ﹤0.01%
+150
175
$9.32K ﹤0.01%
+28
4 5 6
7
8