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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$982K
2 +$493K
3 +$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1 +$1.64M
2 +$1.57M
3 +$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$16K ﹤0.01%
490
352
$15K ﹤0.01%
925
+75
353
$15K ﹤0.01%
200
+149
354
$15K ﹤0.01%
600
355
$15K ﹤0.01%
+600
356
$14K ﹤0.01%
120
357
$14K ﹤0.01%
700
-2,700
358
$14K ﹤0.01%
130
359
$14K ﹤0.01%
2,550
-500
360
$13K ﹤0.01%
350
361
$13K ﹤0.01%
75
362
$13K ﹤0.01%
200
363
$12K ﹤0.01%
375
364
$12K ﹤0.01%
260
365
$12K ﹤0.01%
110
366
$12K ﹤0.01%
300
367
$11K ﹤0.01%
900
-285
368
$11K ﹤0.01%
+150
369
$11K ﹤0.01%
132
370
$10K ﹤0.01%
50
371
$10K ﹤0.01%
100
372
$10K ﹤0.01%
360
373
$10K ﹤0.01%
30
374
$9K ﹤0.01%
19
375
$9K ﹤0.01%
900