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
$541M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.4M
3
+$17.9M
4
MCD icon
McDonald's
MCD
+$16.6M
5
NEE icon
NextEra Energy
NEE
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.81%
2 Financials 16.09%
3 Healthcare 13.56%
4 Consumer Discretionary 11.46%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.49%
+99,975
52
$2.43M 0.45%
+61,467
53
$2.43M 0.45%
+42,750
54
$2.28M 0.42%
+16,023
55
$2.2M 0.41%
+33,774
56
$2.16M 0.4%
+5,546
57
$2.15M 0.4%
+7,478
58
$2.14M 0.4%
+41,616
59
$2.08M 0.38%
+24,405
60
$2.06M 0.38%
+12,719
61
$2.06M 0.38%
+26,959
62
$2.04M 0.38%
+35,563
63
$2.02M 0.37%
+27,435
64
$1.86M 0.34%
+22,978
65
$1.86M 0.34%
+27,846
66
$1.81M 0.34%
+48,180
67
$1.79M 0.33%
+13,825
68
$1.79M 0.33%
+5,993
69
$1.76M 0.33%
+42,797
70
$1.71M 0.32%
+15,571
71
$1.7M 0.31%
+9,279
72
$1.68M 0.31%
+15,866
73
$1.68M 0.31%
+13,640
74
$1.66M 0.31%
+20,713
75
$1.63M 0.3%
+9,499
1 2
3
4 5