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
$586M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M

Top Sells

1 +$2.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.2M 3.97%
19,056
+2,075
2
$10.1M 1.72%
8,800
-1,830