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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.45%
28,698
-78,362
52
$2.72M 0.44%
13,580
+12,075
53
$2.4M 0.39%
17,306
+17,256
54
$2.39M 0.38%
107,121
+107,091
55
$2.33M 0.37%
26,705
+25,622
56
$2.31M 0.37%
22,229
+4,429
57
$2.23M 0.36%
26,860
+16,755
58
$2.13M 0.34%
9,715
+8,605
59
$2.07M 0.33%
3,590
+3,165
60
$2.06M 0.33%
51,824
+36,624
61
$2.02M 0.32%
17,101
+15,914
62
$2.01M 0.32%
+4,893
63
$2.01M 0.32%
22,555
-71,119
64
$1.91M 0.31%
8,483
+8,426
65
$1.88M 0.3%
1,059,700
+935,750
66
$1.86M 0.3%
17,494
-22,142
67
$1.84M 0.3%
17,817
+17,749
68
$1.77M 0.28%
4,859
+3,859
69
$1.77M 0.28%
8,955
+8,930
70
$1.76M 0.28%
53,860
+41,385
71
$1.76M 0.28%
14,354
-2,386
72
$1.63M 0.26%
8,852
+8,452
73
$1.6M 0.26%
8,032
-218
74
$1.6M 0.26%
3,020
-47,744
75
$1.52M 0.24%
+9,146
1 2
3
4 5