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
151
$592K 0.08%
5,293
-566
152
$587K 0.08%
5,000
153
$587K 0.08%
828
154
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155
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5,550
156
$573K 0.08%
15,200
157
$568K 0.08%
5,909
-113
158
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17,550
159
$561K 0.08%
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160
$551K 0.07%
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161
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162
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163
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164
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165
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167
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171
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4,324
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5,388
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