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
76
$2.06M 0.28%
15,265
+3,254
77
$2.03M 0.27%
4,108
+657
78
$2.02M 0.27%
6,988
+585
79
$1.99M 0.27%
7,335
+774
80
$1.93M 0.26%
22,956
-675
81
$1.85M 0.25%
23,496
-35
82
$1.85M 0.25%
11,881
+412
83
$1.84M 0.25%
20,424
-35
84
$1.83M 0.25%
3,987
85
$1.8M 0.24%
15,100
-350
86
$1.75M 0.24%
6,066
-57
87
$1.74M 0.24%
10,157
88
$1.64M 0.22%
6,007
+65
89
$1.64M 0.22%
5,433
-45
90
$1.63M 0.22%
5,065
+415
91
$1.63M 0.22%
7,365
-122
92
$1.6M 0.22%
4,206
-35
93
$1.6M 0.22%
28,267
+5,233
94
$1.6M 0.22%
27,805
+2,055
95
$1.53M 0.21%
6,546
96
$1.52M 0.2%
2,642
-3
97
$1.51M 0.2%
1,710
+243
98
$1.51M 0.2%
6,110
-100
99
$1.5M 0.2%
26,480
-200
100
$1.47M 0.2%
11,158
+602
2 3
4
5 6