RL

Rogco LP Portfolio holdings

AUM $285M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.29M
3 +$470K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
TMO icon
Thermo Fisher Scientific
TMO
+$401K

Top Sells

1 +$3.62M
2 +$512K
3 +$503K
4
J icon
Jacobs Solutions
J
+$432K
5
CSCO icon
Cisco
CSCO
+$354K

Sector Composition

1 Technology 8.74%
2 Consumer Staples 5.2%
3 Industrials 4.99%
4 Financials 4.59%
5 Healthcare 2.67%