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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$904K
3 +$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1 +$1.07M
2 +$1.02M
3 +$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17K ﹤0.01%
25
327
$17K ﹤0.01%
200
328
$16K ﹤0.01%
136
329
$16K ﹤0.01%
900
330
$16K ﹤0.01%
225
331
$16K ﹤0.01%
140
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$16K ﹤0.01%
100
333
$16K ﹤0.01%
930
334
$15K ﹤0.01%
37
335
$14K ﹤0.01%
2,762
336
$14K ﹤0.01%
400
337
$14K ﹤0.01%
300
-300
338
$14K ﹤0.01%
180
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$13K ﹤0.01%
99
340
$13K ﹤0.01%
68
341
$12K ﹤0.01%
158
342
$12K ﹤0.01%
250
343
$12K ﹤0.01%
+150
344
$12K ﹤0.01%
160
345
$11K ﹤0.01%
194
346
$11K ﹤0.01%
150
347
$11K ﹤0.01%
544
348
$11K ﹤0.01%
400
349
$11K ﹤0.01%
20
350
$10K ﹤0.01%
400