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
$437M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$2.41M
3
+$1.42M
4
PAGS icon
PagSeguro Digital
PAGS
+$668K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539K

Top Sells

1
+$1.05M
2
+$908K
3
+$486K
4
CFG icon
Citizens Financial Group
CFG
+$414K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$369K

Sector Composition

1 Financials 20.3%
2 Technology 18.78%
3 Communication Services 15.47%
4 Healthcare 10.28%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.01%
687
252
$40K 0.01%
700
253
$39K 0.01%
513
254
$39K 0.01%
700
-300
255
$39K 0.01%
425
256
$39K 0.01%
2,000
257
$39K 0.01%
511
258
$38K 0.01%
1,107
+707
259
$37K 0.01%
800
260
$37K 0.01%
2,000
261
$37K 0.01%
182
262
$36K 0.01%
610
263
$36K 0.01%
237
+99
264
$36K 0.01%
733
265
$34K 0.01%
573
266
$34K 0.01%
748
267
$33K 0.01%
450
268
$33K 0.01%
3,785
-480
269
$33K 0.01%
300
270
$33K 0.01%
691
271
$31K 0.01%
270
272
$31K 0.01%
824
273
$31K 0.01%
500
274
$30K 0.01%
200
275
$30K 0.01%
700
9 10
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