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
101
$288K 0.06%
+2,110
102
$284K 0.06%
+5,990
103
$281K 0.06%
+6,000
104
$281K 0.06%
+2,936
105
$270K 0.06%
+1,105
106
$268K 0.05%
+4,061
107
$261K 0.05%
+4,081
108
$260K 0.05%
+8,342
109
$260K 0.05%
+11,691
110
$256K 0.05%
+5,493
111
$254K 0.05%
+1,950
112
$251K 0.05%
+3,375
113
$249K 0.05%
+7,684
114
$247K 0.05%
+2,253
115
$247K 0.05%
+1,214
116
$246K 0.05%
+702
117
$243K 0.05%
+2,494
118
$241K 0.05%
+5,993
119
$240K 0.05%
+6,155
120
$238K 0.05%
+4,123
121
$223K 0.05%
+5,499
122
$212K 0.04%
+1,647
123
$212K 0.04%
+2,195
124
$206K 0.04%
+5,007
125
$203K 0.04%
+2,269