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
$226M
AUM Growth
-$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$811K
3 +$777K
4
AAP icon
Advance Auto Parts
AAP
+$619K
5
CHL
China Mobile Limited
CHL
+$527K

Top Sells

1 +$1.64M
2 +$1.2M
3 +$987K
4
KSU
Kansas City Southern
KSU
+$615K
5
CVS icon
CVS Health
CVS
+$479K

Sector Composition

1 Healthcare 22.42%
2 Consumer Staples 13.55%
3 Industrials 10.19%
4 Energy 9.47%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-27,117