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
76
-75