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
$2.28B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$114M
2 +$112M
3 +$69.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$51.7M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$48.9M

Top Sells

1 +$1.96M
2 +$9K
3 +$143

Sector Composition

1 Financials 15.14%
2 Technology 11.16%
3 Consumer Discretionary 4.74%
4 Communication Services 4.55%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2K ﹤0.01%
30
327
-247
328
-85,226