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
26
$6.96M 0.95%
158,432
-2,227
27
$6.87M 0.94%
59,339
-79
28
$6.62M 0.9%
22,599
-269
29
$6.42M 0.88%
50,877
+99
30
$6.27M 0.86%
55,447
-1,745
31
$6.11M 0.83%
27,696
-101
32
$6.04M 0.83%
31,344
-45
33
$6.04M 0.82%
56,163
+206
34
$5.99M 0.82%
16,625
-36
35
$5.98M 0.82%
34,691
-909
36
$5.75M 0.78%
25,432
-692
37
$5.74M 0.78%
26,121
-505
38
$5.14M 0.7%
33,468
-1,101
39
$5.03M 0.69%
22,947
-42
40
$5M 0.68%
58,064
+2,954
41
$4.99M 0.68%
26,561
-427
42
$4.92M 0.67%
54,460
-474
43
$4.71M 0.64%
47,327
+9,089
44
$4.63M 0.63%
13,532
+30
45
$4.13M 0.56%
77,870
+3,500
46
$4.13M 0.56%
18,667
-429
47
$3.88M 0.53%
13,396
-261
48
$3.81M 0.52%
84,807
-22,797
49
$3.78M 0.52%
70,984
-20,160
50
$3.71M 0.51%
10,036
-16
1
2
3 4 5