RMC
Resources Management Corp Portfolio holdings
AUM
$736M
This Quarter Return
+8.7%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$577M
AUM Growth
+$577M
(+6.8%)
Cap. Flow
-$4.16M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
28.6%
Holding
554
New
34
Increased
91
Reduced
118
Closed
77
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$2.3M |
| 2 |
Apple
AAPL
|
$693K |
| 3 |
Walt Disney
DIS
|
$494K |
| 4 |
Nike
NKE
|
$487K |
| 5 |
Palo Alto Networks
PANW
|
$391K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$3.6M |
| 2 |
BPL
Buckeye Partners, L.P.
BPL
|
$1.76M |
| 3 |
JPMorgan Chase
JPM
|
$307K |
| 4 |
Kraft Heinz
KHC
|
$304K |
| 5 |
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% |