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RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.43M
3
+$1.39M
4
PANW icon
Palo Alto Networks
PANW
+$1.18M
5
BSX icon
Boston Scientific
BSX
+$1.02M

Top Sells

1
+$1.3M
2
+$677K
3
+$614K
4
CMG icon
Chipotle Mexican Grill
CMG
+$514K
5
LRCX icon
Lam Research
LRCX
+$451K

Sector Composition

1 Technology 29.59%
2 Financials 12.24%
3 Healthcare 11.93%
4 Consumer Discretionary 11.68%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
176
Walt Disney
DIS
$172B
$250K 0.03%
2,592
-655
USB.PRA icon
177
US Bancorp Series A Preferred Stock
USB.PRA
$445M
$236K 0.03%
315
MS icon
178
Morgan Stanley
MS
$327B
$233K 0.03%
1,415
USB icon
179
US Bancorp
USB
$88.8B
$230K 0.03%
4,425
+298
INTU icon
180
Intuit
INTU
$77.2B
$229K 0.03%
530
SPOT icon
181
Spotify
SPOT
$104B
$220K 0.03%
453
+3
BA icon
182
Boeing
BA
$164B
$219K 0.03%
1,100
FTV icon
183
Fortive
FTV
$18.7B
$215K 0.03%
3,896
-23
ROG icon
184
Rogers Corp
ROG
$2.44B
$215K 0.03%
2,000
EFA icon
185
iShares MSCI EAFE ETF
EFA
$75.1B
$214K 0.03%
2,205
XLF icon
186
State Street Financial Select Sector SPDR ETF
XLF
$49.1B
$213K 0.03%
4,318
OKE icon
187
Oneok
OKE
$57.5B
$207K 0.03%
2,285
-200
LH icon
188
Labcorp
LH
$22.2B
$205K 0.03%
770
CTSH icon
189
Cognizant
CTSH
$24.7B
$196K 0.03%
3,195
-500
MRSH
190
Marsh
MRSH
$80.9B
$195K 0.03%
1,125
OSIS icon
191
OSI Systems
OSIS
$3.63B
$186K 0.02%
700
SIGI icon
192
Selective Insurance
SIGI
$5.44B
$183K 0.02%
2,423
ALLE icon
193
Allegion
ALLE
$11.2B
$173K 0.02%
1,188
MO icon
194
Altria Group
MO
$122B
$173K 0.02%
2,615
+40
MTB icon
195
M&T Bank
MTB
$32.8B
$173K 0.02%
837
-640
IJH icon
196
iShares Core S&P Mid-Cap ETF
IJH
$118B
$171K 0.02%
2,531
+459
FAST icon
197
Fastenal
FAST
$53.2B
$167K 0.02%
3,600
MPC icon
198
Marathon Petroleum
MPC
$78.5B
$159K 0.02%
650
VLTO icon
199
Veralto
VLTO
$20.8B
$155K 0.02%
1,752
-150
STZ icon
200
Constellation Brands
STZ
$24.2B
$154K 0.02%
1,027
-3
6 7
8
9 10