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IRM
Income Research & Management Portfolio holdings
AUM
$184B
1-Year Est. Return
0.09%
This Fund
S&P 500
This Quarter
Est. Return
+0%
1 Year Est. Return
+0.09%
3 Year Est. Return
-0.7%
5 Year Est. Return
-1.01%
10 Year Est. Return
-1.2%
AUM
$384M
AUM Growth
+$25.5M
(+7.1%)
Cap. Flow
-$324M
Cap. Flow
% of AUM
-84.54%
Top 10 Holdings %
Top 10 Hldgs %
55.31%
Holding
30
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
| $4.32M | 1.13% |
3,299
| – | – |
|
2
Bank of America Series L
BAC.PRL
$3.97B
| $1.88M | 0.49% |
1,425
| – | – |
|
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Income Research & Management's Q4 2017 Portfolio in Review
As of Q4 2017, Income Research & Management held 30 positions worth $384M, up 7.1% from $358M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Income Research & Management withdrew a net $324M in Q4 2017.
- Income Research & Management's ten largest holdings make up 55% of its $384M portfolio in Q4 2017.
- Income Research & Management opened 0 new positions and closed 0 in Q4 2017.
- Income Research & Management's portfolio value rose 7.1% quarter-over-quarter to $384M.
Based on Income Research & Management's 13F filing for Q4 2017, filed 14 Feb 2018.