RNS

Robert N. Shapiro Portfolio holdings

AUM $501M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.87M
3 +$2.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.11M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.98M

Top Sells

1 +$3.27M
2 +$2.2M
3 +$1.22M
4
MCD icon
McDonald's
MCD
+$1.14M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$497K

Sector Composition

1 Healthcare 13.9%
2 Technology 13.39%
3 Industrials 12.62%
4 Energy 12.28%
5 Financials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$7K ﹤0.01%
+314
877
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200
878
$7K ﹤0.01%
1,369
879
$7K ﹤0.01%
400
880
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275
881
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882
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883
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884
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885
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886
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887
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889
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+110
890
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1,552
891
$7K ﹤0.01%
+324
892
$6K ﹤0.01%
550
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894
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895
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+500
897
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115
-48
898
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153
899
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334
900
$6K ﹤0.01%
295