RAM

Riggs Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 40.72%
This Quarter Est. Return
1 Year Est. Return
+40.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$5.11M
3 +$4.91M
4
AET
Aetna Inc
AET
+$4.89M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.63M

Top Sells

1 +$14.2M
2 +$8.7M
3 +$7.13M
4
DVN icon
Devon Energy
DVN
+$5M
5
VZ icon
Verizon
VZ
+$4.03M

Sector Composition

1 Industrials 21.52%
2 Healthcare 20.29%
3 Financials 13.61%
4 Technology 11.28%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.1M 6.38%
50,842
+592
2
$12.1M 5.92%
+252,972
3
$10.5M 5.13%
73,496
+35,673
4
$9.75M 4.76%
293,699
+19,065
5
$9.54M 4.65%
78,206
+33,031
6
$9.29M 4.53%
56,768
+23,503
7
$8.74M 4.27%
85,717
+39,036
8
$7.79M 3.8%
145,186
+7,125
9
$6.8M 3.32%
201,661
+6,890
10
$6.58M 3.21%
55,238
+3,475
11
$6.21M 3.03%
75,129
-475
12
$6.08M 2.96%
71,745
+1,013
13
$5.86M 2.86%
93,702
+417
14
$5.76M 2.81%
66,439
+7,432
15
$5.58M 2.72%
71,436
+5,522
16
$5.48M 2.67%
99,829
+1,120
17
$4.91M 2.39%
+37,602
18
$4.89M 2.39%
+55,050
19
$4.87M 2.38%
142,042
-33,244
20
$4.63M 2.26%
+63,642
21
$3.92M 1.91%
154,468
-28,580
22
$3.58M 1.75%
61,676
-12,698
23
$2.88M 1.4%
43,868
24
$1.95M 0.95%
35,952
+35,882
25
$1.93M 0.94%
+35,246