RM
Rudius Management Portfolio holdings
AUM
$473M
This Quarter Return
-15.16%
1 Year Return
+2.61%
3 Year Return
+24.3%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-16%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 71.83% |
| 2 | Industrials | 19.36% |
| 3 | Technology | 8.81% |
| 4 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alcon
ALC
$39.5B
| $95.6M | 71.83% |
1,643,756
| – | – |
|
2
Verisk Analytics
VRSK
$37.5B
| $25.8M | 19.36% |
151,164
| – | – |
|
3
Clarivate
CLVT
$2.92B
| $11.7M | 8.81% |
1,249,483
| – | – |
|
4
Sunoco
SUN
$7.14B
| $1K | ﹤0.01% |
33
| – | – |
|