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
$172M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$367K
3 +$251K
4
PH icon
Parker-Hannifin
PH
+$242K
5
LEN icon
Lennar Class A
LEN
+$221K

Top Sells

1 +$567K
2 +$479K
3 +$450K
4
MPWR icon
Monolithic Power Systems
MPWR
+$347K
5
EOG icon
EOG Resources
EOG
+$286K

Sector Composition

1 Consumer Discretionary 24.71%
2 Healthcare 9.57%
3 Communication Services 9.38%
4 Technology 8.51%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,441
52
-422