RA

Riverstone Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$539K
2 +$366K
3 +$230K
4
AVGO icon
Broadcom
AVGO
+$217K
5
PM icon
Philip Morris
PM
+$213K

Top Sells

1 +$5.69M
2 +$2.63M
3 +$1.19M
4
PYPL icon
PayPal
PYPL
+$456K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Consumer Discretionary 23.68%
2 Communication Services 11.15%
3 Healthcare 9.97%
4 Technology 9.02%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,219
52
-383