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
101
$895K 0.17%
+14,500
102
$874K 0.16%
+22,995
103
$873K 0.16%
+18,250
104
$866K 0.16%
+3,508
105
$859K 0.16%
+10,000
106
$827K 0.15%
+20,225
107
$823K 0.15%
+89,797
108
$819K 0.15%
+7,456
109
$795K 0.15%
+13,947
110
$794K 0.15%
+29,000
111
$790K 0.15%
+5,425
112
$780K 0.14%
+4,795
113
$779K 0.14%
+43,080
114
$773K 0.14%
+16,000
115
$769K 0.14%
+33,321
116
$755K 0.14%
+14,139
117
$736K 0.14%
+6,225
118
$735K 0.14%
+3,792
119
$732K 0.14%
+5,415
120
$731K 0.14%
+4,067
121
$724K 0.13%
+9,500
122
$720K 0.13%
+19,000
123
$718K 0.13%
+11,618
124
$716K 0.13%
+21,000
125
$710K 0.13%
+9,953