RC
| |
RiverPoint Capital Management, LLC13F | |
RiverPoint Capital Management, LLC | |
Last update 2018-11-13 | 287 Stocks (23 new) |
Value $1.81 Bil | Turnover 9 % |
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)
RiverPoint Capital Management, LLC's Asset Allocation
RiverPoint Capital Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
RiverPoint Capital Management, LLC's Holdings Bubble Chart
RiverPoint Capital Management, LLC News
- 1