RG
Rikoon Group Portfolio holdings
AUM
$376M
This Quarter Return
+10.21%
1 Year Return
+56.8%
3 Year Return
+63.35%
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(+8.1%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
224
New
13
Increased
58
Reduced
100
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$14.4M |
| 2 |
Tesla
TSLA
|
$736K |
| 3 |
Stryker
SYK
|
$493K |
| 4 |
Lockheed Martin
LMT
|
$395K |
| 5 |
ResMed
RMD
|
$384K |
Top Sells
| 1 |
Aon
AON
|
$459K |
| 2 |
NextEra Energy, Inc.
NEE
|
$411K |
| 3 |
Healthpeak Properties
DOC
|
$356K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$321K |
| 5 |
ConocoPhillips
COP
|
$305K |
Sector Composition
| 1 | Healthcare | 19.62% |
| 2 | Technology | 14.25% |
| 3 | Consumer Staples | 11.31% |
| 4 | Industrials | 9.79% |
| 5 | Consumer Discretionary | 9.21% |
