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
251
$71K 0.02%
+2,000
252
$71K 0.02%
+1,800
253
$71K 0.02%
+1,500
254
$69K 0.02%
+505
255
$67K 0.02%
+4,713
256
$66K 0.02%
+1,300
257
$66K 0.02%
+2,823
258
$65K 0.02%
+300
259
$62K 0.02%
+1,230
260
$62K 0.02%
+1,500
261
$61K 0.02%
+446
262
$61K 0.02%
+1,062
263
$59K 0.02%
+600
264
$58K 0.02%
+1,300
265
$57K 0.02%
+700
266
$57K 0.02%
+470
267
$57K 0.02%
+1,847
268
$56K 0.02%
+500
269
$56K 0.02%
+2,184
270
$56K 0.02%
+6,000
271
$55K 0.02%
+990
272
$55K 0.02%
+1,856
273
$54K 0.02%
+500
274
$54K 0.02%
+615
275
$54K 0.02%
+402
9 10
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12 13