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
$144M
AUM Growth
+$16.5M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
92.26%
Holding
12
New
2
Increased
–
Reduced
6
Closed
–
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 Q4 2023 Portfolio in Review
As of Q4 2023, Income Research & Management held 12 positions worth $144M, up 13% from $128M the previous quarter. Its ten largest holdings account for 92% of the portfolio.
Income Research & Management deployed $10.4M of net new capital in Q4 2023, opening 2 new positions.
- Income Research & Management's ten largest holdings make up 92% of its $144M portfolio in Q4 2023.
- Income Research & Management opened 2 new positions and closed 0 in Q4 2023.
- Income Research & Management's portfolio value rose 13% quarter-over-quarter to $144M.
Based on Income Research & Management's 13F filing for Q4 2023, filed 19 Jan 2024.