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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53K 0.02%
+475
277
$53K 0.02%
+1,311
278
$52K 0.02%
+1,950
279
$52K 0.02%
+419
280
$51K 0.01%
+800
281
$51K 0.01%
+1,000
282
$50K 0.01%
2,530
-68,324
283
$49K 0.01%
+300
284
$49K 0.01%
+860
285
$48K 0.01%
+3,000
286
$47K 0.01%
+400
287
$47K 0.01%
+1,950
288
$47K 0.01%
+1,000
289
$45K 0.01%
+197
290
$45K 0.01%
+800
291
$45K 0.01%
+763
292
$45K 0.01%
+450
293
$44K 0.01%
+1,000
294
$44K 0.01%
+800
295
$44K 0.01%
+4,005
296
$44K 0.01%
+1,000
297
$42K 0.01%
+285
298
$42K 0.01%
+1,017
299
$41K 0.01%
+1,000
300
$41K 0.01%
+1,096
10 11
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