RI
Rudd International Portfolio holdings
AUM
$187M
1-Year Return
14.73%
This Quarter Return
+5.44%
1 Year Return
+14.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$6.7M
(+3.6%)
Cap. Flow
-$1.96M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
76
New
1
Increased
22
Reduced
46
Closed
2
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$271K |
| 2 |
NextEra Energy, Inc.
NEE
|
$236K |
| 3 |
Lowe's Companies
LOW
|
$93K |
| 4 |
Costco
COST
|
$75.5K |
| 5 |
Stanley Black & Decker
SWK
|
$68.6K |
Top Sells
| 1 |
Apple
AAPL
|
$500K |
| 2 |
Deere & Co
DE
|
$203K |
| 3 |
3M
MMM
|
$195K |
| 4 |
Sherwin-Williams
SHW
|
$180K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Deere & Co
DE
$128B
| – | – |
-1,205
| Closed | -$203K |
|