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
126
$203K 0.04%
+3,543
127
$202K 0.04%
+1,875
128
$200K 0.04%
+5,123
129
$45K 0.01%
+69