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
$383M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$475K
3
+$460K
4
TJX icon
TJX Companies
TJX
+$442K
5
CRM icon
Salesforce
CRM
+$421K

Top Sells

1
+$2.2M
2
+$993K
3
+$449K
4
AAPL icon
Apple
AAPL
+$368K
5
EOG icon
EOG Resources
EOG
+$362K

Sector Composition

1 Technology 24.76%
2 Financials 17.76%
3 Healthcare 12.95%
4 Communication Services 10.13%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.3K 0.02%
555
+50
227
$60.1K 0.02%
1,153
228
$58.2K 0.02%
520
229
$58K 0.02%
2,200
230
$57.2K 0.01%
276
231
$56.6K 0.01%
1,407
232
$56.6K 0.01%
3,240
+1,371
233
$55.4K 0.01%
2,354
+16
234
$55K 0.01%
4,576
235
$54.6K 0.01%
579
236
$54.5K 0.01%
218
237
$52.9K 0.01%
+575
238
$52.7K 0.01%
908
+5
239
$52.2K 0.01%
1,305
+500
240
$52K 0.01%
4,400
241
$51.1K 0.01%
115
242
$51K 0.01%
687
+8
243
$49.6K 0.01%
520
+1
244
$49.2K 0.01%
687
245
$48.8K 0.01%
1,200
-617
246
$48.7K 0.01%
650
+550
247
$47.5K 0.01%
1,335
248
$46.9K 0.01%
1,000
249
$45.8K 0.01%
1,350
-1,801
250
$45.7K 0.01%
1,000
8 9
10
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