RC
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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
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 1,994,291 | 135,592.0 | +2.34% | 7.480 | +0.17% | 0.280 | +8.00% | +17.82% | 63,444.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 2,057,404 | 71,557.0 | +5.14% | 3.950 | +0.19% | 0.160 | +2.51% | +2.11% | 54,320.1 | ||
IVV | iShares Core S&P 500 ETF | 228,712 | 66,951.0 | +19.54% | 3.690 | +0.60% | 0.030 | +2.39% | +2.06% | 588,303.5 | ||
IWM | iShares Russell 2000 ETF | 303,970 | 51,234.0 | +2.27% | 2.830 | +0.06% | 0.100 | +0.34% | -5.19% | 63,221.3 | ||
V | Visa Inc | 270,881 | 40,657.0 | +1.61% | 2.240 | +0.04% | 0.010 | +1.28% | +16.15% | 700,868.4 | Credit Services | |
BDX | Becton, Dickinson and Co | 138,667 | 36,192.0 | +2.54% | 2.000 | +0.05% | 0.050 | -24.96% | -24.43% | 48,912.4 | Medical Devices & Instruments | |
UNH | UnitedHealth Group Inc | 126,714 | 33,711.0 | +1.04% | 1.860 | +0.02% | 0.010 | -35.23% | -40.20% | 273,248.8 | Healthcare Plans | |
SYK | Stryker Corp | 169,312 | 30,083.0 | +2.40% | 1.660 | +0.04% | 0.040 | -3.29% | +6.07% | 145,608.6 | Medical Devices & Instruments | |
TJX | TJX Companies Inc | 535,300 | 29,982.0 | +3.26% | 1.650 | +0.05% | 0.020 | +4.04% | +6.72% | 142,932.7 | Retail - Cyclical | |
SCHF | Schwab International Equity ETF | 893,105 | 29,946.0 | +2.57% | 1.650 | +0.04% | 0.110 | +8.67% | +17.19% | 47,782.7 |
RiverPoint Capital Management, LLC's Historical Top Holdings Breakdowns
RiverPoint Capital Management, LLC Total Holding History ($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
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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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