IRM

Income Research & Management Portfolio holdings

AUM $204M
1-Year Est. Return 0.77%
This Quarter Est. Return
1 Year Est. Return
-0.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$8.39M
3 +$2.26M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.6M 3.09%
+14,000
2
$8.39M 1.56%
+8,000
3
$2.26M 0.42%
+17,000