RMC
Resources Management Corp Portfolio holdings
AUM
$736M
This Quarter Return
-3.64%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$614M
AUM Growth
+$614M
(-4.2%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
32.09%
Holding
460
New
12
Increased
99
Reduced
126
Closed
14
Top Buys
| 1 |
Fiserv
FI
|
$5.07M |
| 2 |
Novo Nordisk
NVO
|
$1.42M |
| 3 |
Waste Management
WM
|
$422K |
| 4 |
Omnicom Group
OMC
|
$377K |
| 5 |
Synovus
SNV
|
$350K |
Top Sells
| 1 |
Apple
AAPL
|
$1.04M |
| 2 |
Microsoft
MSFT
|
$922K |
| 3 |
McDonald's
MCD
|
$402K |
| 4 |
Johnson & Johnson
JNJ
|
$375K |
| 5 |
Home Depot
HD
|
$354K |
Sector Composition
| 1 | Technology | 26.68% |
| 2 | Healthcare | 14.63% |
| 3 | Financials | 13.53% |
| 4 | Consumer Discretionary | 11.63% |
| 5 | Industrials | 8.98% |
