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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.7M 1.33%
15,325
-60
27
$6.47M 1.12%
100,743
+35,885
28
$6.43M 1.11%
217,843
+2,800
29
$6.31M 1.09%
179,093
-148
30
$5.92M 1.03%
37,099
-165
31
$5.57M 0.96%
83,160
-280
32
$5.38M 0.93%
40,148
-515
33
$5.27M 0.91%
29,797
+42
34
$5.2M 0.9%
44,418
+340
35
$4.97M 0.86%
29,161
-168
36
$4.9M 0.85%
102,216
+1,427
37
$4.65M 0.81%
105,599
-3,895
38
$4.62M 0.8%
53,143
-550
39
$4.23M 0.73%
32,990
+409
40
$3.98M 0.69%
27,516
+3,414
41
$3.97M 0.69%
64,637
+1,154
42
$3.82M 0.66%
58,831
-25
43
$3.6M 0.62%
67,858
-115
44
$3.5M 0.61%
18,471
+30
45
$3.49M 0.6%
11,872
-408
46
$3.49M 0.6%
78,442
-2,771
47
$2.95M 0.51%
9,176
-275
48
$2.94M 0.51%
13,988
+5
49
$2.88M 0.5%
98,700
-1,275
50
$2.87M 0.5%
31,442
+118
1
2
3 4 5