RSS

Rosenblum Silverman Sutton Portfolio holdings

AUM $413M
1-Year Est. Return 23.28%
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.7M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$9.89M
5
GILD icon
Gilead Sciences
GILD
+$9.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.71%
2 Healthcare 20.62%
3 Consumer Discretionary 19.89%
4 Financials 13.23%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.6%
+27,684
52
$1.41M 0.56%
+31,926
53
$1.13M 0.45%
+13,940
54
$958K 0.38%
+18,284
55
$888K 0.36%
+13,165
56
$886K 0.35%
+19,200
57
$838K 0.34%
+7,045
58
$710K 0.28%
+35,520
59
$545K 0.22%
+4,905
60
$531K 0.21%
+2,198
61
$456K 0.18%
+4,539
62
$361K 0.14%
+15,725
63
$356K 0.14%
+2,238
64
$313K 0.13%
+8,000
65
$310K 0.12%
+3,178
66
$293K 0.12%
+2,150
67
$292K 0.12%
+3,514
68
$288K 0.12%
+5,044
69
$258K 0.1%
+1,999
1 2
3