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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
$240M
AUM Growth
-$30.6M
(-11%)
Cap. Flow
-$26.4M
Cap. Flow
% of AUM
-11%
Top 10 Holdings %
Top 10 Hldgs %
88.54%
Holding
17
New
1
Increased
–
Reduced
–
Closed
2
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 Q3 2021 Portfolio in Review
As of Q3 2021, Income Research & Management held 17 positions worth $240M, down 11% from $271M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Income Research & Management withdrew a net $26.4M in Q3 2021, closing 2 positions.
- Income Research & Management's ten largest holdings make up 89% of its $240M portfolio in Q3 2021.
- Income Research & Management opened 1 new position and closed 2 in Q3 2021.
- Income Research & Management's portfolio value fell 11% quarter-over-quarter to $240M.
Based on Income Research & Management's 13F filing for Q3 2021, filed 19 Oct 2021.