RM

Rudius Management Portfolio holdings

AUM $473M
1-Year Est. Return 2.61%
This Quarter Est. Return
1 Year Est. Return
+2.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$20.4M
3 +$13.1M
4
IFF icon
International Flavors & Fragrances
IFF
+$495K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 50.93%
2 Materials 25.28%
3 Technology 12.13%
4 Industrials 11.67%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$111M 50.93%
1,582,491
+186,351
2
$55.2M 25.28%
369,406
+3,313
3
$26.5M 12.13%
961,674
+739,600
4
$25.5M 11.67%
+145,790
5
$1K ﹤0.01%
33