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
$251M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.87M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.12M 0.85%
+1,425
2
$1.87M 0.74%
+1,292