RI

Rudd International Portfolio holdings

AUM $187M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$236K
3
+$93K
4
COST icon
Costco
COST
+$75.5K
5
SWK icon
Stanley Black & Decker
SWK
+$68.6K

Top Sells

1
+$500K
2
+$203K
3
+$195K
4
SHW icon
Sherwin-Williams
SHW
+$180K
5
ADI icon
Analog Devices
ADI
+$155K

Sector Composition

1 Technology 21.12%
2 Consumer Staples 19.16%
3 Industrials 16.91%
4 Healthcare 9.75%
5 Real Estate 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.97%
19,697
-44
27
$3.79M 1.96%
22,243
-145
28
$3.78M 1.96%
47,441
-158
29
$3.77M 1.95%
41,382
+369
30
$3.53M 1.83%
9,061
+72
31
$3.5M 1.81%
50,778
-1,004
32
$3.45M 1.78%
22,464
+115
33
$3.45M 1.78%
23,363
-1,319
34
$3.18M 1.65%
19,205
+414
35
$3.01M 1.56%
25,144
+777
36
$2.87M 1.48%
16,246
-4
37
$2.73M 1.41%
26,207
-154
38
$2.68M 1.39%
11,657
+87
39
$1.96M 1.01%
30,752
-576
40
$1.94M 1%
32,845
-1,112
41
$1.84M 0.95%
30,368
+3,896
42
$1.41M 0.73%
15,240
-860
43
$1.07M 0.55%
15,980
-260
44
$1.05M 0.54%
12,844
-387
45
$795K 0.41%
3,642
-5
46
$720K 0.37%
18,110
+240
47
$639K 0.33%
3,116
-57
48
$523K 0.27%
4,348
-20
49
$485K 0.25%
20,124
+3
50
$467K 0.24%
3,355
+10
1
2
3 4