RM

Resource Management Portfolio holdings

AUM $970M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$97.2M
3 +$31.4M
4
EOG icon
EOG Resources
EOG
+$29.2M
5
XOM icon
Exxon Mobil
XOM
+$18.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 18.4%
2 Financials 3.55%
3 Technology 3.39%
4 Industrials 3.15%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$477K 0.1%
+2,755
77
$456K 0.09%
+5,414
78
$449K 0.09%
+3,113
79
$430K 0.09%
+25,706
80
$428K 0.09%
+14,639
81
$427K 0.09%
+3,129
82
$410K 0.08%
+13,136
83
$404K 0.08%
+15,000
84
$372K 0.08%
+12,009
85
$371K 0.08%
+12,108
86
$359K 0.07%
+4,000
87
$354K 0.07%
+10,410
88
$337K 0.07%
+2,400
89
$335K 0.07%
+4,769
90
$334K 0.07%
+3,534
91
$326K 0.07%
+8,974
92
$321K 0.07%
+8,544
93
$321K 0.07%
+2,501
94
$319K 0.07%
+5,621
95
$314K 0.06%
+1,470
96
$312K 0.06%
+6,849
97
$300K 0.06%
+2,966
98
$299K 0.06%
+2,250
99
$295K 0.06%
+5,955
100
$292K 0.06%
+1,795