RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
+1.07%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$733M
AUM Growth
-$8.67M
(-1.2%)
Cap. Flow
-$7.47M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
470
New
6
Increased
48
Reduced
164
Closed
42
Top Buys
| 1 |
Eli Lilly
LLY
|
$1.28M |
| 2 |
Merck
MRK
|
$904K |
| 3 |
AbbVie
ABBV
|
$776K |
| 4 |
UnitedHealth
UNH
|
$567K |
| 5 |
Waste Management
WM
|
$385K |
Top Sells
| 1 |
Toronto Dominion Bank
TD
|
$1.07M |
| 2 |
CVS Health
CVS
|
$1.02M |
| 3 |
Apple
AAPL
|
$983K |
| 4 |
Broadcom
AVGO
|
$971K |
| 5 |
Bristol-Myers Squibb
BMY
|
$875K |
Sector Composition
| 1 | Technology | 29.92% |
| 2 | Financials | 14.9% |
| 3 | Consumer Discretionary | 11.81% |
| 4 | Healthcare | 11.78% |
| 5 | Industrials | 8.91% |
