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
251
$123K 0.02%
505
252
$121K 0.02%
892
253
$120K 0.02%
325
254
$117K 0.02%
459
-152
255
$113K 0.02%
3,900
256
$112K 0.02%
740
257
$110K 0.01%
2,040
-200
258
$109K 0.01%
708
259
$108K 0.01%
1,623
+160
260
$107K 0.01%
534
261
$105K 0.01%
1,750
262
$100K 0.01%
978
263
$99K 0.01%
566
264
$98K 0.01%
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265
$91K 0.01%
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266
$90K 0.01%
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267
$87K 0.01%
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268
$85K 0.01%
664
269
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270
$85K 0.01%
300
271
$83K 0.01%
200
272
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273
$78K 0.01%
165
274
$77K 0.01%
625
275
$74K 0.01%
1,825
9 10
11
12 13