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
201
$224K 0.04%
+9,310
202
$216K 0.04%
+2,000
203
$213K 0.04%
+720
204
$210K 0.04%
+2,856
205
$209K 0.04%
+2,560
206
$206K 0.04%
+2,335
207
$205K 0.04%
+2,050
208
$205K 0.04%
+4,266
209
$202K 0.04%
+3,428
210
$193K 0.04%
+4,347
211
$175K 0.03%
+6,247
212
$170K 0.03%
+3,927
213
$165K 0.03%
+2,120
214
$164K 0.03%
+4,026
215
$157K 0.03%
+1,261
216
$157K 0.03%
+1,575
217
$155K 0.03%
+1,512
218
$151K 0.03%
+7,536
219
$149K 0.03%
+6,000
220
$148K 0.03%
+7,875
221
$146K 0.03%
+3,225
222
$144K 0.03%
+1,535
223
$143K 0.03%
+990
224
$141K 0.03%
+930
225
$139K 0.03%
+2,850