RM
Rudius Management Portfolio holdings
AUM
$473M
This Quarter Return
+15.37%
1 Year Return
+2.61%
3 Year Return
+24.3%
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
–
Cap. Flow
+$80.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alcon
ALC
|
$78.8M |
| 2 |
Clarivate
CLVT
|
$1.96M |
| 3 |
Sunoco
SUN
|
$1K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 97.57% |
| 2 | Technology | 2.43% |
| 3 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alcon
ALC
$39.5B
| $78.8M | 97.57% |
+1,193,396
| New | +$78.8M |
|
|
2
Clarivate
CLVT
$2.92B
| $1.96M | 2.43% |
+66,000
| New | +$1.96M |
|
|
3
Sunoco
SUN
$7.14B
| $1K | ﹤0.01% |
+33
| New | +$1K |
|