RC

RiverPoint Capital Management, LLC

13F
RiverPoint Capital Management, LLC
Last update 2018-11-13 287 Stocks (23 new)
Value $1.81 Bil Turnover 9 %
Countries:
Top Holdings:
Portfolio Report
RiverPoint Capital Management,... Top Holdings of 2018-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EFA
iShares MSCI EAFE ETF
1,994,291
135592.000
+2.34%
7.480
+0.17%
0.280
+5.88%
+6.53%
55963.410
 
SCHX
Schwab U.S. Large-Cap ETF
2,057,404
71557.000
+5.14%
3.950
+0.19%
0.160
+15.43%
+25.37%
51836.323
 
IVV
iShares Core S&P 500 ETF
228,712
66951.000
+19.54%
3.690
+0.60%
0.030
+14.77%
+25.31%
563822.801
 
IWM
iShares Russell 2000 ETF
303,970
51234.000
+2.27%
2.830
+0.06%
0.100
+17.03%
+17.77%
73596.054
 
V
Visa Inc
270,881
40657.000
+1.61%
2.240
+0.04%
0.010
+19.45%
+18.13%
593767.607
Credit Services
BDX
Becton, Dickinson and Co
138,667
36192.000
+2.54%
2.000
+0.05%
0.050
-1.97%
-5.72%
65644.424
Medical Devices & Instruments
UNH
UnitedHealth Group Inc
126,714
33711.000
+1.04%
1.860
+0.02%
0.010
+7.33%
+16.36%
557186.150
Healthcare Plans
SYK
Stryker Corp
169,312
30083.000
+2.40%
1.660
+0.04%
0.040
+15.97%
+24.35%
140985.029
Medical Devices & Instruments
TJX
TJX Companies Inc
535,300
29982.000
+3.26%
1.650
+0.05%
0.020
+8.64%
+25.89%
131791.942
Retail - Cyclical
SCHF
Schwab International Equity ETF
893,105
29946.000
+2.57%
1.650
+0.04%
0.110
+6.55%
+7.36%
41068.800
 

RiverPoint Capital Management, LLC's Historical Top Holdings Breakdowns

RiverPoint Capital Management, LLC Total Holding History ($B)

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RiverPoint Capital Management, LLC's Asset Allocation

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RiverPoint Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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RiverPoint Capital Management, LLC's Hypothetical Growth since 2018-09-30

RiverPoint Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RiverPoint Capital Management, LLC's Holdings Heat Map

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RiverPoint Capital Management, LLC's Holdings Bubble Chart

RiverPoint Capital Management, LLC News

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