RBA

Richard Bernstein Advisors Portfolio holdings

AUM $4.05B
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.48B
AUM Growth
-$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$98.2M
3
+$89.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$71.2M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$52.5M

Top Sells

1
+$183M
2
+$142M
3
+$113M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$61.3M

Sector Composition

1 Technology 3.83%
2 Healthcare 2.32%
3 Financials 2.26%
4 Industrials 1.96%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
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