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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1
+$4.94M
2
+$2.9M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42.2K 0.01%
2,000
252
$42.2K 0.01%
1,000
253
$41.9K 0.01%
562
+42
254
$41.7K 0.01%
236
-278
255
$41.6K 0.01%
188
+18
256
$41.1K 0.01%
1,000
257
$40.4K 0.01%
596
-2
258
$40.4K 0.01%
551
+2
259
$39K 0.01%
100
260
$38.6K 0.01%
1,866
+132
261
$38.6K 0.01%
267
+51
262
$38.6K 0.01%
2,124
+172
263
$38.3K 0.01%
87
264
$37K 0.01%
232
265
$36.9K 0.01%
320
-200
266
$36.7K 0.01%
402
-12
267
$33.9K 0.01%
1,107
268
$32.6K 0.01%
825
+1
269
$32.3K 0.01%
960
270
$31.7K 0.01%
321
-29
271
$31.6K 0.01%
1,822
-1,982
272
$31.3K 0.01%
201
-49
273
$31.1K 0.01%
475
274
$30.9K 0.01%
610
275
$30.3K 0.01%
1,998
9 10
11
12 13