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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
$248M
AUM Growth
-$24.9M
(-9.1%)
Cap. Flow
-$30.7M
Cap. Flow
% of AUM
-12.41%
Top 10 Holdings %
Top 10 Hldgs %
88.21%
Holding
18
New
1
Increased
1
Reduced
5
Closed
3
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
No holdings matched the selected filter criteria.
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Income Research & Management's Q1 2021 Portfolio in Review
As of Q1 2021, Income Research & Management held 18 positions worth $248M, down 9.1% from $273M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Income Research & Management withdrew a net $30.7M in Q1 2021, closing 3 positions and reducing 5 holdings.
- Income Research & Management's ten largest holdings make up 88% of its $248M portfolio in Q1 2021.
- Income Research & Management opened 1 new position and closed 3 in Q1 2021.
- Income Research & Management's portfolio value fell 9.1% quarter-over-quarter to $248M.
Based on Income Research & Management's 13F filing for Q1 2021, filed 15 Apr 2021.