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
$208M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1 +$211K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.08M 2.44%
100,000
2
$2.13M 1.02%
50,000
3
$211K 0.1%
+165