RCYC

Richard C. Young & Co Portfolio holdings

AUM $1.01B
1-Year Est. Return 25.13%
This Quarter Est. Return
1 Year Est. Return
+25.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$9.26M
2 +$9.1M
3 +$8.78M
4
MDT icon
Medtronic
MDT
+$8.63M
5
SNY icon
Sanofi
SNY
+$8.58M

Top Sells

1 +$34.1M
2 +$27.3M
3 +$4.58M
4
SYY icon
Sysco
SYY
+$4M
5
IYE icon
iShares US Energy ETF
IYE
+$2.42M

Sector Composition

1 Healthcare 17.71%
2 Industrials 12.75%
3 Consumer Staples 12.33%
4 Financials 12.11%
5 Technology 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-63,886