RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
+1.97%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$622M
AUM Growth
-$11.5M
(-1.8%)
Cap. Flow
-$218M
Cap. Flow
% of AUM
-35.1%
Top 10 Holdings %
Top 10 Hldgs %
32.55%
Holding
518
New
62
Increased
190
Reduced
225
Closed
38
Top Buys
| 1 |
Zebra Technologies
ZBRA
|
+$32.9M |
| 2 |
AbbVie
ABBV
|
+$24.1M |
| 3 |
Intuit
INTU
|
+$19.1M |
| 4 |
Broadridge
BR
|
+$17.9M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$16.3M |
Top Sells
| 1 |
Bank of America
BAC
|
+$111M |
| 2 |
Intel
INTC
|
+$41.2M |
| 3 |
CVS Health
CVS
|
+$35.4M |
| 4 |
Pfizer
PFE
|
+$29.8M |
| 5 |
Oracle
ORCL
|
+$25.3M |
Sector Composition
| 1 | Technology | 16.88% |
| 2 | Financials | 15.59% |
| 3 | Healthcare | 13.59% |
| 4 | Industrials | 9.21% |
| 5 | Consumer Discretionary | 6.77% |
