RMC
Resources Management Corp Portfolio holdings
AUM
$736M
This Quarter Return
+13.65%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$622M
AUM Growth
+$622M
(+12%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
508
New
61
Increased
82
Reduced
145
Closed
17
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$15.3M |
| 2 |
Salesforce
CRM
|
$1.16M |
| 3 |
STAG Industrial
STAG
|
$621K |
| 4 |
Costco
COST
|
$576K |
| 5 |
NVIDIA
NVDA
|
$549K |
Top Sells
| 1 |
MXIM
Maxim Integrated Products
MXIM
|
$1.04M |
| 2 |
Chevron
CVX
|
$703K |
| 3 |
Wells Fargo
WFC
|
$699K |
| 4 |
AT&T
T
|
$695K |
| 5 |
Apple
AAPL
|
$611K |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 14.28% |
| 3 | Financials | 13.26% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Industrials | 8.84% |
