RA

Riverstone Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 25.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.26M
2 +$476K
3 +$289K
4
AAPL icon
Apple
AAPL
+$281K
5
NVDA icon
NVIDIA
NVDA
+$278K

Top Sells

1 +$4.51M
2 +$2.84M
3 +$2.21M
4
KEYS icon
Keysight
KEYS
+$1.91M
5
DHR icon
Danaher
DHR
+$1.85M

Sector Composition

1 Consumer Discretionary 20.65%
2 Technology 15.44%
3 Healthcare 13.01%
4 Communication Services 10.06%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,993
52
-1,075
53
-868