RM

Rudius Management Portfolio holdings

AUM $358M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$175K
3
+$105K
4
VEEV icon
Veeva Systems
VEEV
+$105K

Top Sells

1
+$39.4M
2
+$28.2M
3
+$1.73K

Sector Composition

1 Industrials 62.09%
2 Healthcare 37.88%
3 Communication Services 0.03%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLTO icon
1
Veralto
VLTO
$20.8B
$222M 62.09%
2,511,274
-414,139
ALC icon
2
Alcon
ALC
$32.5B
$135M 37.76%
1,792,276
-353,290
CERT icon
3
Certara
CERT
$873M
$163K 0.05%
+28,600
SOLV icon
4
Solventum
SOLV
$14.3B
$154K 0.04%
+2,355
SPOT icon
5
Spotify
SPOT
$101B
$102K 0.03%
+210
VEEV icon
6
Veeva Systems
VEEV
$29.1B
$94K 0.03%
+535
SUN icon
7
Sunoco
SUN
$12.7B
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