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Ronna Sue Cohen Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Ronna Sue Cohen, 22% allocated to Technology.

Top Sector
Technology (22%)
US Exposure
93%
Countries
6

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 22.10%TechnologyFinancial Services: 15.50%Financial ServicesIndustrials: 13.40%IndustrialsETF: 13.00%ETFHealthcare: 12.70%HealthcareEnergy: 7.80%Real Estate: 4.30%Consumer Defensive: 3.80%Consumer Cyclical: 3.80%Utilities: 1.00%Basic Materials: 0.70%Communication Services: 0.40%
Technology
22.10%
Financial Services
15.50%
Industrials
13.40%
ETF
13.00%
Healthcare
12.70%
Energy
7.80%
Real Estate
4.30%
Consumer Defensive
3.80%
Consumer Cyclical
3.80%
Utilities
1.00%
Basic Materials
0.70%
Communication Services
0.40%

Industry Breakdown

51 industries across all sectors

ETF: 12.99%ETFDrug Manufacturers - General: 7.92%Hardware, Equipment & Parts: 5.24%Oil & Gas Midstream: 4.87%Insurance - Life: 4.73%Staffing & Employment Services: 4.67%Insurance - Diversified: 4.65%Software - Infrastructure: 3.76%Communication Equipment: 3.56%Semiconductors: 3.26%Medical - Devices: 3.06%Information Technology Services: 2.94%Software - Application: 2.69%Electrical Equipment & Parts: 2.62%Industrial - Machinery: 2.45%Banks - Regional: 2.41%REIT - Office: 2.35%Specialty Retail: 2.07%Solar: 1.96%Banks - Diversified: 1.65%31 more: 18.65%31 more
ETF
ETF
12.99%
Drug Manufacturers - General
Healthcare
7.92%
Hardware, Equipment & Parts
Technology
5.24%
Oil & Gas Midstream
Energy
4.87%
Insurance - Life
Financial Services
4.73%
Staffing & Employment Services
Industrials
4.67%
Insurance - Diversified
Financial Services
4.65%
Software - Infrastructure
Technology
3.76%
Communication Equipment
Technology
3.56%
Semiconductors
Technology
3.26%
Medical - Devices
Healthcare
3.06%
Information Technology Services
Technology
2.94%

Filter by Sector

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Market Cap Distribution

No market cap data available

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
92.74%
International
7.26%
Countries
6
Largest Int'l Market
Canada - 2.33%
United States of America
92.74% ($232.8M)
96 holdings
Canada
2.33% ($5.9M)
3 holdings
Switzerland
1.89% ($4.8M)
1 holdings
Ireland
1.56% ($3.9M)
2 holdings
United Kingdom
1.27% ($3.2M)
1 holdings
Bermuda
0.21% ($520.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

No data available

Position Sizing & Influence

No data available

Portfolio Turnover

No data available

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