RG

Rikoon Group Portfolio holdings

AUM $376M
1-Year Est. Return 56.8%
This Quarter Est. Return
1 Year Est. Return
+56.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$3.77M
3 +$3.64M
4
IBM icon
IBM
IBM
+$3.54M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$214K 0.17%
+2,204
127
$212K 0.17%
+3,187
128
$210K 0.17%
+9,383
129
$209K 0.17%
+4,796
130
$207K 0.16%
+1,795
131
$206K 0.16%
+3,487
132
$204K 0.16%
+5,446
133
$203K 0.16%
+4,644
134
$200K 0.16%
+160
135
$156K 0.12%
+13,000
136
$125K 0.1%
+29,665
137
$100K 0.08%
+11,390