RESOURCES MANAGEMENT CORP /CT/ /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RM RESOURCES MANAGEMENT CORP /CT/ /ADV | Institutional Filer | ▲ 105227.26% | $793.5M | 188 |
Current Portfolio Holdings
Showing all 188 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 184K | $53.2M | 6.70% |
| 2 | APH | Amphenol Corporation | Technology | 286K | $50.3M | 6.34% |
| 3 | JPM | JPMorgan Chase & Co. | Financial Services | 108K | $35.4M | 4.46% |
| 4 | MSFT | Microsoft Corporation | Technology | 88K | $32.7M | 4.12% |
| 5 | GOOGL | Alphabet Inc. | Communication Services | 74K | $26.3M | 3.31% |
| 6 | ABBV | AbbVie Inc. | Healthcare | 86K | $21.6M | 2.72% |
| 7 | AVGO | Broadcom Inc. | Technology | 56K | $21.2M | 2.67% |
| 8 | NEE | NextEra Energy, Inc. | Utilities | 217K | $19.1M | 2.40% |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 118K | $17.9M | 2.25% |
| 10 | MCD | McDonald's Corporation | Consumer Cyclical | 66K | $17.9M | 2.25% |
| 11 | HD | The Home Depot, Inc. | Consumer Cyclical | 45K | $15.7M | 1.98% |
| 12 | JNJ | Johnson & Johnson | Healthcare | 58K | $14.7M | 1.85% |
| 13 | NVDA | NVIDIA Corporation | Technology | 68K | $13.5M | 1.70% |
| 14 | BLK | BlackRock, Inc. | Financial Services | 14K | $13.1M | 1.66% |
| 15 | COST | Costco Wholesale Corporation | Consumer Defensive | 13K | $12.2M | 1.54% |
Showing 1 to 15 of 188 holdings