RG
Rikoon Group Portfolio holdings
AUM
$376M
This Quarter Return
+5.23%
1 Year Return
+56.8%
3 Year Return
+63.35%
5 Year Return
–
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
(+4.9%)
Cap. Flow
+$2.36M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
32.1%
Holding
240
New
17
Increased
96
Reduced
53
Closed
6
Top Buys
| 1 |
Eaton
ETN
|
$843K |
| 2 |
NXP Semiconductors
NXPI
|
$353K |
| 3 |
Starbucks
SBUX
|
$328K |
| 4 |
Masco
MAS
|
$312K |
| 5 |
BP
BP
|
$293K |
Top Sells
| 1 |
BCE
BCE
|
$651K |
| 2 |
Stryker
SYK
|
$452K |
| 3 |
Emerson Electric
EMR
|
$416K |
| 4 |
Gilead Sciences
GILD
|
$285K |
| 5 |
Johnson & Johnson
JNJ
|
$282K |
Sector Composition
| 1 | Healthcare | 18.87% |
| 2 | Technology | 14.15% |
| 3 | Industrials | 10.51% |
| 4 | Consumer Staples | 9.8% |
| 5 | Consumer Discretionary | 9.06% |
