RIM
RW Investment Management Portfolio holdings
AUM
$897M
This Quarter Return
+7.65%
1 Year Return
+10.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
–
Cap. Flow
+$254M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.03%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.07% |
| 2 | Technology | 4.71% |
| 3 | Industrials | 2.68% |
| 4 | Consumer Discretionary | 2.28% |
| 5 | Consumer Staples | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dimensional International Sustainability Core 1 ETF
DFSI
$782M
| $221K | 0.09% |
+7,963
| New | +$221K |
|
77
Consolidated Edison
ED
$35.1B
| $217K | 0.09% |
+2,282
| New | +$217K |
|
78
Realty Income
O
$52.8B
| $214K | 0.08% |
+3,378
| New | +$214K |
|
79
Darden Restaurants
DRI
$24.3B
| $209K | 0.08% |
+1,510
| New | +$209K |
|
80
Whirlpool
WHR
$5.06B
| $201K | 0.08% |
+1,423
| New | +$201K |
|
|
WSR
81
Whitestone REIT
WSR
$658M
| $114K | 0.04% |
+11,821
| New | +$114K |
|