RB

Robert Bosch Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$106M
3 +$88.2M
4
NKLA
Nikola Corporation Common Stock
NKLA
+$276K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 45.52%
2 Consumer Discretionary 29.74%
3 Technology 24.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$162M 45.52%
+10,462,451
2
$106M 29.67%
+7,653,252
3
$88.2M 24.74%
+6,219,839
4
$276K 0.08%
+231,777