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
1
$20.3M 3.76%
+146,351
2
$18.4M 3.41%
+329,444
3
$17.9M 3.3%
+151,704
4
$16.6M 3.07%
+77,273
5
$16.2M 2.99%
+277,912
6
$13.1M 2.43%
+101,522
7
$13M 2.4%
+55,969
8
$12.6M 2.32%
+100,997
9
$12M 2.22%
+87,643
10
$11M 2.04%
+456,704
11
$10.8M 2%
+194,413
12
$10.8M 2%
+56,248
13
$10.4M 1.93%
+87,827
14
$9.69M 1.79%
+137,166
15
$9.68M 1.79%
+187,908
16
$8.84M 1.64%
+99,344
17
$8.76M 1.62%
+101,960
18
$8.53M 1.58%
+66,647
19
$8.47M 1.57%
+167,882
20
$8.43M 1.56%
+247,355
21
$8.05M 1.49%
+138,102
22
$7.69M 1.42%
+49,140
23
$7.33M 1.36%
+70,713
24
$7.26M 1.34%
+115,175
25
$6.86M 1.27%
+90,564