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
$541M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.4M
3
+$17.9M
4
MCD icon
McDonald's
MCD
+$16.6M
5
NEE icon
NextEra Energy
NEE
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.81%
2 Financials 16.09%
3 Healthcare 13.56%
4 Consumer Discretionary 11.46%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.86M 1.27%
+15,385
27
$6.15M 1.14%
+215,043
28
$5.28M 0.98%
+44,078
29
$5.23M 0.97%
+179,241
30
$5.22M 0.97%
+37,264
31
$5.14M 0.95%
+40,663
32
$5.09M 0.94%
+83,440
33
$5.04M 0.93%
+29,755
34
$4.98M 0.92%
+100,789
35
$4.73M 0.88%
+29,329
36
$4.53M 0.84%
+32,581
37
$4.5M 0.83%
+109,494
38
$4.49M 0.83%
+53,693
39
$3.83M 0.71%
+63,483
40
$3.82M 0.71%
+18,441
41
$3.74M 0.69%
+67,973
42
$3.73M 0.69%
+58,856
43
$3.6M 0.67%
+36,229
44
$3.29M 0.61%
+64,858
45
$3.27M 0.6%
+81,213
46
$3.14M 0.58%
+24,102
47
$3.02M 0.56%
+13,983
48
$3M 0.56%
+31,324
49
$2.81M 0.52%
+9,451
50
$2.67M 0.49%
+12,280
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