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
$200M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1 +$713K
2 +$326K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.49M 2.24%
3,287
+522
2
$3.69M 1.85%
2,695
+238