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
326
$23K ﹤0.01%
150
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$21K ﹤0.01%
25
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350
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$20K ﹤0.01%
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$19K ﹤0.01%
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+140
337
$17K ﹤0.01%
63
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$17K ﹤0.01%
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930
340
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$16K ﹤0.01%
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-150
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$15K ﹤0.01%
900
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$14K ﹤0.01%
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$14K ﹤0.01%
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+58
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$14K ﹤0.01%
2,762
-747
346
$14K ﹤0.01%
37
347
$13K ﹤0.01%
150
348
$13K ﹤0.01%
68
349
$13K ﹤0.01%
160
350
$12K ﹤0.01%
194
12 13
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