YMRC

Yorktown Management & Research Company Portfolio holdings

AUM $125M
1-Year Est. Return 44.24%
This Quarter Est. Return
1 Year Est. Return
+44.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
-$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.05M
4
RIO icon
Rio Tinto
RIO
+$1.03M
5
AZN icon
AstraZeneca
AZN
+$1.01M

Top Sells

1
+$4.31M
2
+$1.23M
3
+$1.03M
4
PRTY
Party City Holdco Inc.
PRTY
+$767K
5
ABMD
Abiomed Inc
ABMD
+$757K

Sector Composition

1 Real Estate 20.73%
2 Technology 14.85%
3 Financials 11.47%
4 Energy 9.8%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
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