RG
Rikoon Group Portfolio holdings
AUM
$376M
This Quarter Return
+2.01%
1 Year Return
+56.8%
3 Year Return
+63.35%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.69%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Truist Financial
TFC
|
$4.51M |
| 2 |
Johnson & Johnson
JNJ
|
$3.77M |
| 3 |
Exxon Mobil
XOM
|
$3.64M |
| 4 |
IBM
IBM
|
$3.54M |
| 5 |
Chevron
CVX
|
$3.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.29% |
| 2 | Energy | 14.01% |
| 3 | Technology | 9.93% |
| 4 | Financials | 9.13% |
| 5 | Industrials | 8.78% |
