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
$183M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$507K
3 +$259K

Top Sells

1 +$11.2M

Sector Composition

1 Healthcare 67.91%
2 Industrials 17.06%
3 Consumer Staples 10.46%
4 Technology 4.58%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$124M 67.91%
1,613,772
2
$24.5M 13.37%
103,675
-47,489
3
$19.2M 10.46%
+953,739
4
$8.38M 4.58%
1,249,483
5
$6.24M 3.41%
168,399
+7,000
6
$507K 0.28%
+5,992
7
$1.61K ﹤0.01%
33