RI
RWWM Inc Portfolio holdings
AUM
$1.46B
1-Year Est. Return
22.3%
This Fund
S&P 500
1 Year Est. Return
+22.3%
AUM
$1.4B
AUM Growth
+$190M
(+16%)
Holding
33
Top Buys
| 1 | +$52.3M | |
| 2 | +$20.7M | |
| 3 | +$11.6M | |
| 4 |
Helen of Troy
HELE
|
+$7.81M |
| 5 |
Costco
COST
|
+$4.12M |
Top Sells
| 1 | +$71M | |
| 2 | +$19.4M | |
| 3 | +$11.9M | |
| 4 |
AMC Networks
AMCX
|
+$11.2M |
| 5 |
Exxon Mobil
XOM
|
+$6.39M |
Sector Composition
| 1 | Consumer Discretionary | 55.92% |
| 2 | Financials | 19.65% |
| 3 | Technology | 15.29% |
| 4 | Consumer Staples | 4.43% |
| 5 | Energy | 3.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Starbucks
SBUX
$112B
| $338K | 0.02% |
+4,000
|
|
||
27
Progressive
PGR
$120B
| $294K | 0.02% |
1,191
|
|
||
28
Walmart Inc
WMT
$981B
| $249K | 0.02% |
+2,417
|
|
||
29
Xponential Fitness
XPOF
$202M
| $234K | 0.02% |
+30,000
|
|
||
30
Stryker
SYK
$139B
| $233K | 0.02% |
+631
|
|
||
31
Snowflake
SNOW
$61.8B
| $219K | 0.02% |
+969
|
|
||
32
TJX Companies
TJX
$174B
| $210K | 0.02% |
+1,452
|
|
||
33
Tyler Technologies
TYL
$15.7B
| $209K | 0.01% |
+400
|
|