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
351
$12K ﹤0.01%
85
-300
352
$12K ﹤0.01%
117
353
$12K ﹤0.01%
250
354
$12K ﹤0.01%
99
355
$11K ﹤0.01%
+140
356
$11K ﹤0.01%
20
357
$11K ﹤0.01%
200
+160
358
$10K ﹤0.01%
400
359
$10K ﹤0.01%
240
360
$10K ﹤0.01%
+240
361
$10K ﹤0.01%
+41
362
$10K ﹤0.01%
150
-15
363
$9K ﹤0.01%
70
364
$9K ﹤0.01%
300
365
$9K ﹤0.01%
544
366
$9K ﹤0.01%
81
367
$9K ﹤0.01%
400
368
$9K ﹤0.01%
+37
369
$9K ﹤0.01%
+278
370
$9K ﹤0.01%
1,000
371
$8K ﹤0.01%
5,000
372
$8K ﹤0.01%
70
373
$8K ﹤0.01%
+124
374
$7K ﹤0.01%
130
-3
375
$7K ﹤0.01%
500
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