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Richard M. Kizik

@Income Research & Management

Latest period2024 - Q3ReportedManaged Assets$207.74MTotal holdings22
Assets growth rate-99.88%Assets growth rate (2-Q avg)-41.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Income Research & Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Income Research & Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 207.74M in assets, with a quarterly growth rate of -99.88% and a 2-quarter average growth rate of -41.43%. The portfolio is managed by Richard M. Kizik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGSHarbor Etf Trust
Recent Activity
1.03%
$2.126M
50,000 shares@ $42.52 avg price
9497⤦Wells Fargo Co New
Recent Activity
New Position
0.11%
$210,992
165 shares@ $1278.74 avg price