DAVIS R M INC Overview

Davis R M Inc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 39 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 131% of the manager's regulatory AUM.

DAVIS R M INC StockAlpha

Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVIS R M INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.1% Tech 6.16% -0.27% 0 39%
GOOGL 2.99% Tech 11.22% 0.01% 0 38%
Get the Full Report
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DAVIS R M INC Founders and Key Employees

Name Title In Position Since
Richard A. Carriuolo Clo, Director, 5% Owner May-1994
Brian H. Noyes 5% Owner, Director January-1993
Robert M. Davis Ceo, Cfo, Director, 5% Owner July-1978
Wendy A. Laidlaw Coo, Chief Compliance Officer January-2002
Geoffrey K. Alexander President, Director, 5% Owner January-2004
Mark A. Fernandez 5% Owner, Director January-2004

DAVIS R M INC Brokers, Custodians, Auditors and Administrators

Type Company

DAVIS R M INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

For “Full Service” accounts, the Company primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and exchange traded funds, primarily traded on United States stock exchanges.

At the outset of a client relationship, the Company discusses and establishes an asset allocation objective with the client. The Company then manages the client's account to that objective and any other specific investment objectives established with the client. Periodically, all such objectives are discussed with the client and adjusted, as needed.

For individual equities in a "Full Service" account, the Company uses a "blended style" approach, investing in companies of various market capitalizations, but with an emphasis on large capitalization compa...
Get the Full Report

DAVIS R M INC Portfolio Concentration

DAVIS R M INC Location

UNITED STATES, 04101-4069

DAVIS R M INC Contact Information

Phone Number: 207-774-0022
Fax Number: 207-774-0023



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B