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
$741M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.05M
3
+$829K
4
CEG icon
Constellation Energy
CEG
+$632K
5
MCK icon
McKesson
MCK
+$592K

Top Sells

1
+$655K
2
+$627K
3
+$561K
4
JNJ icon
Johnson & Johnson
JNJ
+$516K
5
MSFT icon
Microsoft
MSFT
+$460K

Sector Composition

1 Technology 28.47%
2 Financials 14.03%
3 Healthcare 12.83%
4 Consumer Discretionary 11.82%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.5%
29,600
+781
52
$3.7M 0.5%
37,975
-3,223
53
$3.64M 0.49%
26,944
+1,171
54
$3.58M 0.48%
79,784
-503
55
$3.28M 0.44%
61,604
-6,496
56
$3.28M 0.44%
5,605
-11
57
$3.23M 0.44%
14,042
-38
58
$3.04M 0.41%
14,644
+1,301
59
$2.92M 0.39%
13,531
60
$2.87M 0.39%
10,584
-298
61
$2.85M 0.38%
98,305
-19,395
62
$2.84M 0.38%
14,554
+241
63
$2.82M 0.38%
25,771
-119
64
$2.78M 0.37%
53,707
-3,115
65
$2.72M 0.37%
42,886
+3,044
66
$2.66M 0.36%
23,050
-418
67
$2.65M 0.36%
38,920
+686
68
$2.58M 0.35%
6,594
69
$2.45M 0.33%
4,244
-172
70
$2.41M 0.32%
25,016
-6,520
71
$2.25M 0.3%
13,140
-128
72
$2.2M 0.3%
26,910
+30
73
$2.13M 0.29%
17,357
-167
74
$2.1M 0.28%
7,649
-225
75
$2.09M 0.28%
3,379
+13
1 2
3
4 5