RC
| |
RiverPoint Capital Management, LLC13F | |
| RiverPoint Capital Management, LLC | |
| Last update 2018-11-13 | 287 Stocks (23 new) |
| Value $1.81 Bil | Turnover 9 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 1,994,291 | 135,592.0 | +2.34% | 7.480 | +0.17% | 0.280 | +8.49% | +18.13% | 64,414.9 | ||
SCHX | Schwab U.S. Large-Cap ETF | 2,057,404 | 71,557.0 | +5.14% | 3.950 | +0.19% | 0.160 | +19.76% | +7.46% | 57,122.4 | ||
IVV | iShares Core S&P 500 ETF | 228,712 | 66,951.0 | +19.54% | 3.690 | +0.60% | 0.030 | +19.34% | +7.31% | 636,576.3 | ||
IWM | iShares Russell 2000 ETF | 303,970 | 51,234.0 | +2.27% | 2.830 | +0.06% | 0.100 | +19.10% | +1.05% | 64,702.4 | ||
V | Visa Inc | 270,881 | 40,657.0 | +1.61% | 2.240 | +0.04% | 0.010 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
BDX | Becton, Dickinson and Co | 138,667 | 36,192.0 | +2.54% | 2.000 | +0.05% | 0.050 | -8.76% | -19.25% | 51,956.2 | Medical Devices & Instruments | |
UNH | UnitedHealth Group Inc | 126,714 | 33,711.0 | +1.04% | 1.860 | +0.02% | 0.010 | -32.78% | -42.99% | 258,653.0 | Healthcare Plans | |
SYK | Stryker Corp | 169,312 | 30,083.0 | +2.40% | 1.660 | +0.04% | 0.040 | +13.75% | +10.24% | 151,012.4 | Medical Devices & Instruments | |
TJX | TJX Companies Inc | 535,300 | 29,982.0 | +3.26% | 1.650 | +0.05% | 0.020 | +0.24% | +4.62% | 140,121.3 | Retail - Cyclical | |
SCHF | Schwab International Equity ETF | 893,105 | 29,946.0 | +2.57% | 1.650 | +0.04% | 0.110 | +10.84% | +19.95% | 49,150.8 |
RiverPoint Capital Management, LLC's Historical Top Holdings Breakdowns
RiverPoint Capital Management, LLC Total Holding History ($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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers