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
$641M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$35.8M
3
+$21.2M
4
NEE icon
NextEra Energy
NEE
+$17.8M
5
APH icon
Amphenol
APH
+$16.1M

Top Sells

1
+$114M
2
+$40.1M
3
+$39.9M
4
ZBRA icon
Zebra Technologies
ZBRA
+$33.9M
5
BR icon
Broadridge
BR
+$22.8M

Sector Composition

1 Technology 26.61%
2 Healthcare 14.23%
3 Financials 13.09%
4 Consumer Discretionary 11.86%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.1M 6.88%
227,164
+218,764
2
$38.4M 5.99%
112,760
+105,106
3
$21.3M 3.32%
71,340
+71,020
4
$20.2M 3.15%
138,913
+101,131
5
$17.9M 2.79%
240,845
+239,945
6
$16.9M 2.63%
396,856
+379,656
7
$15.4M 2.4%
49,910
+8,484
8
$15.1M 2.36%
48,740
+47,740
9
$14.9M 2.32%
89,885
+89,705
10
$14.2M 2.22%
76,840
+66,487
11
$13.7M 2.13%
89,975
+67,420
12
$12.2M 1.91%
57,429
+57,105
13
$11.8M 1.84%
87,557
-147,032
14
$11.4M 1.77%
133,993
+82,142
15
$11M 1.71%
43,816
+40,704
16
$10.6M 1.65%
15,278
-7,171
17
$9.9M 1.55%
82,733
+81,727
18
$9.19M 1.43%
58,383
+58,223
19
$8.94M 1.4%
49,895
+49,649
20
$8.71M 1.36%
126,066
+122,249
21
$8.48M 1.32%
97,740
+95,240
22
$8.05M 1.26%
14,960
+13,960
23
$7.11M 1.11%
34,264
+18,915
24
$7M 1.09%
64,174
+64,074
25
$6.83M 1.07%
110,168
+110,102
1
2 3 4 5