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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
$232M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$1.42M
3 +$639K
4
USO icon
United States Oil Fund
USO
+$476K
5
EVR icon
Evercore
EVR
+$439K

Top Sells

1 +$3.56M
2 +$1.89M
3 +$894K
4
QIWI
QIWI PLC
QIWI
+$878K
5
OLED icon
Universal Display
OLED
+$809K

Sector Composition

1 Technology 23.63%
2 Healthcare 22.41%
3 Consumer Discretionary 18.54%
4 Financials 14.33%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,000
77
-68,015
78
-261,020
79
-27,795