We are live on
!
Find out more
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
$271M
AUM Growth
+$23.4M
(+9.4%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
7.67%
Top 10 Holdings %
Top 10 Hldgs %
84.86%
Holding
19
New
4
Increased
1
Reduced
1
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.
Similar funds
VGA
Income Research & Management's Q2 2021 Portfolio in Review
As of Q2 2021, Income Research & Management held 19 positions worth $271M, up 9.4% from $248M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Income Research & Management deployed $20.8M of net new capital in Q2 2021, opening 4 new positions and adding to 1 existing holding.
- Income Research & Management's ten largest holdings make up 85% of its $271M portfolio in Q2 2021.
- Income Research & Management opened 4 new positions and closed 3 in Q2 2021.
- Income Research & Management's portfolio value rose 9.4% quarter-over-quarter to $271M.
Based on Income Research & Management's 13F filing for Q2 2021, filed 5 Aug 2021.