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
151
$547K 0.1%
+2,015
152
$545K 0.1%
+15,000
153
$544K 0.1%
+14,900
154
$543K 0.1%
+13,500
155
$528K 0.1%
+24,675
156
$513K 0.09%
+2,850
157
$487K 0.09%
+19,915
158
$483K 0.09%
+3,475
159
$475K 0.09%
+7,800
160
$467K 0.09%
+6,250
161
$465K 0.09%
+16,632
162
$464K 0.09%
+2,840
163
$461K 0.09%
+3,355
164
$446K 0.08%
+5,218
165
$429K 0.08%
+4,940
166
$419K 0.08%
+13,043
167
$412K 0.08%
+25,000
168
$401K 0.07%
+4,299
169
$397K 0.07%
+2,200
170
$396K 0.07%
+5,000
171
$378K 0.07%
+3,645
172
$372K 0.07%
+7,000
173
$362K 0.07%
+18,160
174
$360K 0.07%
+33,100
175
$347K 0.06%
+2,148