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
$500M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$24.5M
2 +$2.79M

Sector Composition

1 Industrials 62.31%
2 Healthcare 34.85%
3 Technology 1.68%
4 Consumer Staples 1.17%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$274M 54.88%
2,453,129
2
$170M 33.99%
1,698,192
3
$26M 5.2%
97,060
4
$11.1M 2.22%
445,608
5
$8.41M 1.68%
1,184,283
6
$5.83M 1.17%
251,894
-1,060,000
7
$4.28M 0.86%
61,427
-40,000
8
$1.77K ﹤0.01%
33