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
176
$420K 0.06%
1,955
-20
177
$417K 0.06%
728
-5
178
$413K 0.06%
1,720
-295
179
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1,528
+1,278
180
$399K 0.05%
6,750
181
$393K 0.05%
16,756
-6,650
182
$383K 0.05%
3,498
+350
183
$370K 0.05%
596
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184
$365K 0.05%
15,200
185
$352K 0.05%
1,459
-50
186
$342K 0.05%
9,920
+50
187
$326K 0.04%
2,460
188
$324K 0.04%
6,762
189
$320K 0.04%
7,700
190
$317K 0.04%
600
191
$317K 0.04%
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192
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546
193
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194
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195
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196
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197
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-50
198
$296K 0.04%
1,325
199
$294K 0.04%
18,900
-5,250
200
$286K 0.04%
1,510
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