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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 1.01%
51,343
-5
27
$5.27M 0.95%
39,119
-403
28
$5.18M 0.94%
71,936
-9,806
29
$4.85M 0.88%
29,462
+558
30
$4.75M 0.86%
220,359
-5,163
31
$4.64M 0.84%
192,653
+953
32
$4.45M 0.8%
35,861
+455
33
$4.33M 0.78%
72,801
+2,479
34
$4.11M 0.74%
35,330
+493
35
$3.94M 0.71%
35,804
-1,055
36
$3.87M 0.7%
27,744
-300
37
$3.8M 0.69%
96,437
-687
38
$3.77M 0.68%
65,442
+500
39
$3.69M 0.67%
11,838
+45
40
$3.57M 0.64%
10,050
+696
41
$3.54M 0.64%
18,704
+155
42
$3.48M 0.63%
58,304
-8,644
43
$3.43M 0.62%
83,753
-9,590
44
$3.26M 0.59%
27,710
-56
45
$3.24M 0.58%
15,533
+1,430
46
$3.23M 0.58%
69,330
+3,615
47
$3.04M 0.55%
48,185
-270
48
$3.04M 0.55%
9,084
-20
49
$2.96M 0.53%
96,225
-750
50
$2.79M 0.5%
31,477
-131
1
2
3 4 5