RESOURCES MANAGEMENT CORP /CT/ /ADV recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
643 PROSPECT AVENUE WEST HARTFORD, CT 06107
As of the latest 13F report, the guru’s equity portfolio contained 498 stocks valued at a total of $715,000,000. The top holdings were AAPL(6.37%), MSFT(5.29%), and NEE(3.01%).
According to GuruFocus data, these were RESOURCES MANAGEMENT CORP /CT/ /ADV’s top five trades of the quarter.
Duke Energy Corp
RESOURCES MANAGEMENT CORP /CT/ /ADV reduced their investment in NYSE:DUK by 26,514 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.8.
On 05/20/2022, Duke Energy Corp traded for a price of $109.105 per share and a market cap of $83,430,266,000. The stock has returned 11.60% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Duke Energy Corp has a price-earnings ratio of 22.72, a price-book ratio of 1.76, a EV-to-Ebitda ratio of 13.30 and a price-sales ratio of 3.20.
The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.
Apple Inc
RESOURCES MANAGEMENT CORP /CT/ /ADV reduced their investment in NAS:AAPL by 12,383 shares. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.23.
On 05/20/2022, Apple Inc traded for a price of $138.81 per share and a market cap of $2,252,815,343,000. The stock has returned 10.87% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 22.61, a price-book ratio of 33.47, a price-earnings-to-growth (PEG) ratio of 1.59, a EV-to-Ebitda ratio of 17.47 and a price-sales ratio of 5.97.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 7.
Microsoft Corp
RESOURCES MANAGEMENT CORP /CT/ /ADV reduced their investment in NAS:MSFT by 3,072 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $300.8.
On 05/20/2022, Microsoft Corp traded for a price of $256.96 per share and a market cap of $1,893,242,448,000. The stock has returned 5.12% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 26.41, a price-book ratio of 11.62, a price-earnings-to-growth (PEG) ratio of 1.25, a EV-to-Ebitda ratio of 18.77 and a price-sales ratio of 9.92.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.
People's United Financial Inc
The guru sold out of their 51,885-share investment in NAS:PBCT. Previously, the stock had a 0.12% weight in the equity portfolio. Shares traded for an average price of $20.44 during the quarter.
On 05/20/2022, People's United Financial Inc traded for a price of $19.41 per share and a market cap of $8,371,850,000. The stock has returned 11.27% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, People's United Financial Inc has a price-earnings ratio of 13.57, a price-book ratio of 1.00, a price-earnings-to-growth (PEG) ratio of 0.91 and a price-sales ratio of 4.19.
The price-to-GF Value ratio is 1.25, earning the stock a GF Value rank of 3.
Vanguard FTSE Developed Markets ETF
RESOURCES MANAGEMENT CORP /CT/ /ADV reduced their investment in ARCA:VEA by 17,272 shares. The trade had a 0.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.59.
On 05/20/2022, Vanguard FTSE Developed Markets ETF traded for a price of $44.2837 per share and a market cap of $99,292,611,000. The stock has returned -11.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-earnings ratio of 13.65 and a price-book ratio of 1.61.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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