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
$357M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$515K
3
+$500K
4
KR icon
Kroger
KR
+$413K
5
CSCO icon
Cisco
CSCO
+$222K

Top Sells

1
+$7.6M
2
+$4.18M
3
+$2.25M
4
WOOF icon
Petco
WOOF
+$837K
5
AAPL icon
Apple
AAPL
+$782K

Sector Composition

1 Technology 21.55%
2 Financials 18.86%
3 Healthcare 13.81%
4 Communication Services 10.36%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.7K 0.01%
1,000
252
$38.1K 0.01%
167
+12
253
$37.3K 0.01%
610
254
$35.8K 0.01%
1,998
-393
255
$35.8K 0.01%
242
256
$35.5K 0.01%
902
-2,400
257
$34.6K 0.01%
596
258
$34.1K 0.01%
412
259
$33.9K 0.01%
824
260
$33.8K 0.01%
414
261
$33.6K 0.01%
100
262
$33.4K 0.01%
1,107
263
$33.1K 0.01%
449
+129
264
$32.9K 0.01%
3,300
265
$32.9K 0.01%
805
266
$32.4K 0.01%
1,000
267
$31.1K 0.01%
+517
268
$30.9K 0.01%
200
+100
269
$30.7K 0.01%
190
270
$30.5K 0.01%
182
+1
271
$30.5K 0.01%
3,300
272
$30.2K 0.01%
225
273
$30.1K 0.01%
1,869
+189
274
$29.8K 0.01%
300
275
$29.2K 0.01%
102
9 10
11
12 13