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Rudius Management Portfolio holdings

AUM $358M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
+15.37%
1 Year Est. Return
-12.23%
3 Year Est. Return
+8.21%
5 Year Est. Return
-0.26%
10 Year Est. Return
–
AUM
$80.8M
AUM Growth
–
Cap. Flow
+$76.6M
Cap. Flow %
94.85%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$74.7M
2
CLVT icon
Clarivate
CLVT
+$1.95M
3
SUN icon
Sunoco
SUN
+$894

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 97.57%
2 Technology 2.43%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALC icon
1
Alcon
ALC
$32.8B
$78.8M 97.57%
+1,193,396
New +$74.7M
CLVT icon
2
Clarivate
CLVT
$1.27B
$1.96M 2.43%
+66,000
New +$1.95M
SUN icon
3
Sunoco
SUN
$14.3B
$1K ﹤0.01%
+33
New +$894

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GM
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MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return
SPM
Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return

Rudius Management's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Rudius Management, which disclosed 3 positions worth $80.8M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Alcon: 1,193,396 shares worth $78.8M.

By sector, the portfolio is most concentrated in Healthcare at 98% of assets, followed by Technology and Energy.

  • Rudius Management's largest Q4 2020 buy was Alcon: 1,193,396 shares worth $78.8M.
  • Rudius Management's ten largest holdings make up 100% of its $80.8M portfolio in Q4 2020.
  • Rudius Management disclosed 3 positions in Q4 2020, its first 13F filing on record.

Based on Rudius Management's 13F filing for Q4 2020, filed 16 Feb 2021.