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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$18M
3
+$17.9M
4
MSFT icon
Microsoft
MSFT
+$17.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.87%
2 Technology 18.8%
3 Healthcare 14.42%
4 Consumer Discretionary 9.67%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$960K 0.18%
+12,500
102
$950K 0.17%
+11,350
103
$949K 0.17%
+11,500
104
$916K 0.17%
+15,000
105
$907K 0.17%
+11,760
106
$894K 0.16%
+20,314
107
$893K 0.16%
+18,398
108
$884K 0.16%
+35,838
109
$875K 0.16%
+5,243
110
$855K 0.16%
+5,324
111
$852K 0.16%
+92,133
112
$837K 0.15%
+30,000
113
$827K 0.15%
+15,812
114
$815K 0.15%
+8,228
115
$814K 0.15%
+15,965
116
$798K 0.15%
+14,154
117
$791K 0.14%
+46,220
118
$789K 0.14%
+10,000
119
$777K 0.14%
+3,834
120
$776K 0.14%
+9,810
121
$772K 0.14%
+9,480
122
$746K 0.14%
+7,009
123
$739K 0.13%
+6,415
124
$733K 0.13%
+4,066
125
$716K 0.13%
+2,814
3 4
5
6 7