RIM

Rush Island Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 4.01%
This Quarter Est. Return
1 Year Est. Return
+4.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$49.7M
2 +$32M
3 +$25.1M
4
VTR icon
Ventas
VTR
+$23.3M
5
IVT icon
InvenTrust Properties
IVT
+$22M

Top Sells

1 +$39.3M
2 +$36.3M
3 +$33.2M
4
MAA icon
Mid-America Apartment Communities
MAA
+$32.7M
5
FRT icon
Federal Realty Investment Trust
FRT
+$25M

Sector Composition

1 Real Estate 94.99%
2 Consumer Discretionary 5.01%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-278,388
27
-577,039