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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$904K
3 +$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1 +$1.07M
2 +$1.02M
3 +$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-22
452
-77
453
-1,825
454
$0 ﹤0.01%
300
455
$0 ﹤0.01%
30
456
-2,770
457
$0 ﹤0.01%
5
458
-41
459
-16