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
$354M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$408K
2
+$407K
3
+$193K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$170K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$168K

Top Sells

1
+$2.35M
2
+$1.58M
3
+$1.01M
4
LOW icon
Lowe's Companies
LOW
+$861K
5
AAPL icon
Apple
AAPL
+$677K

Sector Composition

1 Technology 19.51%
2 Financials 18.62%
3 Healthcare 14.13%
4 Communication Services 10.45%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.01%
1,107
252
$30K 0.01%
242
253
$30K 0.01%
414
254
$29K 0.01%
190
-400
255
$29K 0.01%
3,300
256
$28K 0.01%
73
257
$28K 0.01%
691
258
$27K 0.01%
2,000
259
$27K 0.01%
960
260
$26K 0.01%
175
261
$26K 0.01%
1,000
262
$26K 0.01%
211
263
$25K 0.01%
824
264
$25K 0.01%
500
265
$24K 0.01%
270
266
$24K 0.01%
1,000
267
$24K 0.01%
100
268
$23K 0.01%
505
+3
269
$23K 0.01%
2,000
270
$23K 0.01%
411
271
$23K 0.01%
400
272
$22K 0.01%
102
273
$22K 0.01%
871
274
$21K 0.01%
593
275
$21K 0.01%
300
9 10
11
12 13