RP
Rice Partnership Portfolio holdings
AUM
$576M
1-Year Est. Return
19.97%
1 Year Est. Return
+19.97%
AUM
$576M
AUM Growth
+$88.4M
(+18%)
Holding
178
Top Buys
| 1 | +$19M | |
| 2 | +$14M | |
| 3 | +$4.4M | |
| 4 |
Quest Diagnostics
DGX
|
+$3.33M |
| 5 |
Arista Networks
ANET
|
+$3.24M |
Top Sells
| 1 | +$6.25M | |
| 2 | +$3.67M | |
| 3 | +$3.19M | |
| 4 |
Hilton Worldwide
HLT
|
+$2.7M |
| 5 |
ConocoPhillips
COP
|
+$2.54M |
Sector Composition
| 1 | Technology | 23.06% |
| 2 | Financials | 12.85% |
| 3 | Communication Services | 7.84% |
| 4 | Consumer Discretionary | 7.71% |
| 5 | Industrials | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
| – | – |
-135
|
|
||
177
Schwab High Yield Bond ETF
SCYB
$1.64B
| – | – |
-76
|
|
||
178
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| – | – |
-14
|
|