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
251
$44.9K 0.01%
250
+3
252
$44.8K 0.01%
2,658
253
$44.6K 0.01%
800
254
$44.1K 0.01%
2,000
255
$43K 0.01%
568
+5
256
$42.3K 0.01%
549
+100
257
$42.2K 0.01%
598
258
$42K 0.01%
2,000
259
$41.4K 0.01%
1,046
+500
260
$40.5K 0.01%
1,000
261
$39K 0.01%
100
262
$38K 0.01%
1,734
+1,020
263
$37.8K 0.01%
232
-10
264
$37.1K 0.01%
1,107
265
$36.6K 0.01%
170
+3
266
$36.6K 0.01%
216
+34
267
$36.6K 0.01%
1,952
+1,484
268
$36.3K 0.01%
412
269
$35.6K 0.01%
610
270
$35.3K 0.01%
350
-202
271
$35.2K 0.01%
200
272
$33.8K 0.01%
824
273
$33.2K 0.01%
414
274
$33.1K 0.01%
1,998
275
$32.8K 0.01%
350
+3
9 10
11
12 13