RA
Riverstone Advisors Portfolio holdings
AUM
$185M
1-Year Est. Return
16.26%
1 Year Est. Return
+16.26%
AUM
$166M
AUM Growth
-$9.21M
(-5.2%)
Holding
58
Top Buys
| 1 | +$1.25M | |
| 2 | +$436K | |
| 3 | +$424K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$375K |
| 5 |
Monolithic Power Systems
MPWR
|
+$222K |
Top Sells
| 1 | +$483K | |
| 2 | +$391K | |
| 3 | +$330K | |
| 4 |
Salesforce
CRM
|
+$216K |
| 5 |
ConocoPhillips
COP
|
+$208K |
Sector Composition
| 1 | Consumer Discretionary | 22.32% |
| 2 | Technology | 9.96% |
| 3 | Communication Services | 8.98% |
| 4 | Financials | 8% |
| 5 | Healthcare | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$811B
| $225K | 0.14% |
2,562
|
|
||
52
NextEra Energy
NEE
$170B
| $225K | 0.14% |
3,173
-196
|
|
||
53
Parker-Hannifin
PH
$98.7B
| $224K | 0.13% |
368
-16
|
|
||
|
54
Monolithic Power Systems
MPWR
$45.9B
| $222K | 0.13% |
+383
|
|
||
55
Micron Technology
MU
$257B
| $212K | 0.13% |
2,438
-200
|
|
||
56
Ametek
AME
$46B
| $207K | 0.12% |
1,200
|
|
||
57
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
| $200K | 0.12% |
+4,000
|
|
||
|
58
Salesforce
CRM
$244B
| – | – |
-646
|
|