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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.39M
3
+$3.35M
4
MCD icon
McDonald's
MCD
+$2.97M
5
CMI icon
Cummins
CMI
+$2.58M

Top Sells

1
+$8.14M
2
+$5.45M
3
+$5.43M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.44%
2 Financials 7.41%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 4.56%
584,766
+14,414
2
$13.8M 3.74%
89,364
-2,662
3
$13.5M 3.65%
104,259
+8,415
4
$13.3M 3.6%
74,855
+179
5
$12.3M 3.34%
85,200
+660
6
$11.2M 3.02%
102,826
+8,986
7
$11.1M 3.01%
200,022
+6,049
8
$10.7M 2.91%
62,826
+55,740
9
$10.7M 2.89%
118,238
-1,476
10
$8.91M 2.41%
103,832
+97,831
11
$8.84M 2.4%
53,040
+1,440
12
$8.16M 2.21%
35,270
+743
13
$8.07M 2.19%
59,627
+158
14
$8.03M 2.18%
37,054
+1,178
15
$7.92M 2.15%
43,315
+51
16
$7.76M 2.1%
75,215
+1,292
17
$7.69M 2.08%
151,648
+7,976
18
$7.02M 1.9%
317,589
+10,698
19
$6.7M 1.82%
25,486
+677
20
$6.68M 1.81%
80,495
+832
21
$6.58M 1.78%
50,030
-380
22
$6.49M 1.76%
55,509
+721
23
$6.09M 1.65%
15,914
+694
24
$6.01M 1.63%
75,515
+2,630
25
$5.99M 1.62%
12,922
+927
1
2 3 4 5