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
201
$277K 0.04%
560
-35
202
$267K 0.04%
+315
203
$260K 0.04%
2,856
204
$259K 0.03%
442
205
$255K 0.03%
1,285
206
$248K 0.03%
4,299
-250
207
$242K 0.03%
8,389
-7,600
208
$241K 0.03%
1,588
-15
209
$240K 0.03%
2,019
-145
210
$234K 0.03%
3,180
211
$233K 0.03%
2,180
212
$233K 0.03%
21,979
+391
213
$231K 0.03%
2,409
214
$230K 0.03%
1,271
+558
215
$226K 0.03%
2,000
216
$222K 0.03%
983
217
$217K 0.03%
4,726
-700
218
$217K 0.03%
970
-50
219
$213K 0.03%
1,525
220
$213K 0.03%
4,703
221
$211K 0.03%
6,375
-200
222
$201K 0.03%
1,104
+4
223
$197K 0.03%
1,105
224
$191K 0.03%
575
225
$189K 0.03%
1,298
7 8
9
10 11