RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.05M
3
+$829K
4
CEG icon
Constellation Energy
CEG
+$632K
5
MCK icon
McKesson
MCK
+$592K

Top Sells

1
+$655K
2
+$627K
3
+$561K
4
JNJ icon
Johnson & Johnson
JNJ
+$516K
5
MSFT icon
Microsoft
MSFT
+$460K

Sector Composition

1 Technology 28.47%
2 Financials 14.03%
3 Healthcare 12.83%
4 Consumer Discretionary 11.82%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$186K 0.03%
1,225
+935
227
$184K 0.02%
1,131
228
$183K 0.02%
1,665
229
$179K 0.02%
2,297
-10
230
$175K 0.02%
359
+4
231
$163K 0.02%
578
-50
232
$154K 0.02%
1,480
+1,154
233
$153K 0.02%
2,135
234
$151K 0.02%
1,100
-20
235
$149K 0.02%
1,231
236
$146K 0.02%
1,520
237
$142K 0.02%
6,220
-100
238
$141K 0.02%
1,035
239
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-75
240
$139K 0.02%
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241
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626
242
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243
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915
244
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245
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246
$129K 0.02%
3,600
247
$128K 0.02%
2,055
248
$127K 0.02%
1,215
249
$126K 0.02%
266
250
$125K 0.02%
630
8 9
10
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