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
301
$36K ﹤0.01%
3,424
+179
302
$36K ﹤0.01%
70
303
$35K ﹤0.01%
276
-50
304
$33K ﹤0.01%
145
305
$33K ﹤0.01%
250
306
$33K ﹤0.01%
1,825
-75
307
$31K ﹤0.01%
60
308
$31K ﹤0.01%
350
309
$31K ﹤0.01%
345
310
$31K ﹤0.01%
1,200
311
$31K ﹤0.01%
116
312
$30K ﹤0.01%
631
-330
313
$30K ﹤0.01%
+202
314
$29K ﹤0.01%
310
+33
315
$29K ﹤0.01%
250
316
$28K ﹤0.01%
+1,500
317
$28K ﹤0.01%
295
318
$27K ﹤0.01%
350
319
$27K ﹤0.01%
600
320
$26K ﹤0.01%
+411
321
$25K ﹤0.01%
600
322
$24K ﹤0.01%
+204
323
$24K ﹤0.01%
250
324
$24K ﹤0.01%
600
325
$23K ﹤0.01%
200
11 12
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