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
126
$694K 0.13%
+1,825
127
$689K 0.13%
+6,071
128
$659K 0.12%
+11,950
129
$658K 0.12%
+11,125
130
$650K 0.12%
+10,780
131
$647K 0.12%
+22,050
132
$645K 0.12%
+5,937
133
$641K 0.12%
+9,277
134
$635K 0.12%
+27,490
135
$620K 0.11%
+16,600
136
$612K 0.11%
+31,900
137
$608K 0.11%
+5,130
138
$607K 0.11%
+11,607
139
$601K 0.11%
+32,095
140
$593K 0.11%
+18,840
141
$587K 0.11%
+14,500
142
$584K 0.11%
+31,803
143
$578K 0.11%
+7,615
144
$570K 0.11%
+15,600
145
$558K 0.1%
+32,850
146
$553K 0.1%
+2,066
147
$552K 0.1%
+11,582
148
$551K 0.1%
+16,400
149
$549K 0.1%
+15,000
150
$549K 0.1%
+7,292