RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
-0.95%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$711M
AUM Growth
-$21.5M
(-2.9%)
Cap. Flow
-$5.09M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
33.1%
Holding
457
New
29
Increased
87
Reduced
141
Closed
29
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.6M |
| 2 |
Trane Technologies
TT
|
$902K |
| 3 |
Amazon
AMZN
|
$898K |
| 4 |
Merck
MRK
|
$684K |
| 5 |
Service Corp International
SCI
|
$551K |
Top Sells
| 1 |
Constellation Brands
STZ
|
$1.77M |
| 2 |
CVS Health
CVS
|
$1.7M |
| 3 |
Johnson & Johnson
JNJ
|
$1.08M |
| 4 |
Honeywell
HON
|
$980K |
| 5 |
Walt Disney
DIS
|
$826K |
Sector Composition
| 1 | Technology | 27.97% |
| 2 | Financials | 15.13% |
| 3 | Healthcare | 12.75% |
| 4 | Consumer Discretionary | 12.35% |
| 5 | Industrials | 8.85% |
