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
101
$1.38M 0.19%
26,544
+4,010
102
$1.28M 0.17%
23,525
-308
103
$1.28M 0.17%
4,928
+2,430
104
$1.24M 0.17%
29,000
105
$1.2M 0.16%
4,405
106
$1.19M 0.16%
11,446
-12
107
$1.17M 0.16%
4,706
-30
108
$1.15M 0.16%
29,455
-20
109
$1.15M 0.16%
1,286
+20
110
$1.14M 0.15%
18,239
+9
111
$1.1M 0.15%
6,164
112
$1.06M 0.14%
23,275
113
$1.06M 0.14%
12,648
+500
114
$1.06M 0.14%
23,785
-1,350
115
$1.04M 0.14%
11,570
-175
116
$1.04M 0.14%
9,689
+2,105
117
$1.03M 0.14%
8,979
+1,306
118
$1.02M 0.14%
14,202
+645
119
$1.02M 0.14%
11,490
120
$990K 0.13%
3,057
-231
121
$951K 0.13%
3,896
-105
122
$927K 0.13%
17,558
123
$904K 0.12%
1,714
+635
124
$892K 0.12%
16,375
-84
125
$877K 0.12%
1,774
+1,197
3 4
5
6 7