MRCM

M&R Capital Management Portfolio holdings

AUM $454M
1-Year Est. Return 40.11%
This Quarter Est. Return
1 Year Est. Return
+40.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.03%
+1,590
227
$88K 0.03%
+825
228
$86K 0.03%
+2,355
229
$85K 0.02%
+2,027
230
$84K 0.02%
+1,300
231
$84K 0.02%
10,000
232
$82K 0.02%
+1,300
233
$81K 0.02%
+1,050
234
$80K 0.02%
+2,000
235
$79K 0.02%
+4,646
236
$79K 0.02%
+3,000
237
$78K 0.02%
+1,474
238
$78K 0.02%
+7,300
239
$78K 0.02%
+1,100
240
$77K 0.02%
+2,276
241
$76K 0.02%
+1,097
242
$75K 0.02%
+550
243
$75K 0.02%
+700
244
$75K 0.02%
+2,125
245
$75K 0.02%
+375
246
$73K 0.02%
+1,600
247
$73K 0.02%
+3,000
248
$72K 0.02%
+300
249
$72K 0.02%
+6,941
250
$72K 0.02%
+343
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