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
$195M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$5.97M
3
+$4.22M
4
FDX icon
FedEx
FDX
+$2.55M
5
DIS icon
Walt Disney
DIS
+$2.53M

Top Sells

1
+$3.4M
2
+$2.95M
3
+$2.89M
4
DD
Du Pont De Nemours E I
DD
+$1.67M
5
DD icon
DuPont de Nemours
DD
+$1.54M

Sector Composition

1 Financials 12.4%
2 Industrials 9.91%
3 Healthcare 9.46%
4 Communication Services 8.21%
5 Energy 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.8M 15.3%
214,916
+6,329
2
$8.52M 4.37%
72,402
-300
3
$7.24M 3.71%
19,028
-3,510
4
$6.7M 3.43%
106,174
+105,630
5
$6.56M 3.37%
48,748
+117
6
$6.5M 3.33%
132,604
+1,859
7
$6.28M 3.22%
215,373
-101,059
8
$6.26M 3.21%
36,386
-19,789
9
$6.17M 3.16%
47,347
+19,426
10
$6.07M 3.11%
77,809
+485
11
$5.97M 3.06%
+110,507
12
$5.96M 3.05%
223,060
+92,956
13
$5.87M 3.01%
138,570
+8,315
14
$5.35M 2.75%
20,943
+9,345
15
$5.21M 2.67%
182,479
+1,145
16
$4.94M 2.53%
54,800
-24
17
$4.92M 2.52%
172,250
-297
18
$4.91M 2.52%
57,944
+49,751
19
$4.66M 2.39%
83,284
+2,260
20
$4.6M 2.36%
23,775
+165
21
$4.4M 2.25%
66,350
+733
22
$4.17M 2.14%
109,850
-1,893
23
$2.89M 1.48%
106,734
+93
24
$2.77M 1.42%
31,920
+340
25
$2.59M 1.33%
17,822
+17,522
1
2 3 4 5