RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
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
376
$7K ﹤0.01%
500
377
$6K ﹤0.01%
+150
378
$6K ﹤0.01%
50
379
$6K ﹤0.01%
136
380
$5K ﹤0.01%
+150
381
$5K ﹤0.01%
150
382
$5K ﹤0.01%
+85
383
$5K ﹤0.01%
24
384
$5K ﹤0.01%
100
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$5K ﹤0.01%
61
386
$5K ﹤0.01%
+41
387
$5K ﹤0.01%
105
388
$5K ﹤0.01%
411
389
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$4K ﹤0.01%
2
392
$4K ﹤0.01%
100
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$4K ﹤0.01%
275
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$4K ﹤0.01%
+225
396
$3K ﹤0.01%
250
397
$3K ﹤0.01%
66
+17
398
$3K ﹤0.01%
+300
399
$3K ﹤0.01%
225
-100
400
$3K ﹤0.01%
224
14 15
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