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
$437M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$2.41M
3
+$1.42M
4
PAGS icon
PagSeguro Digital
PAGS
+$668K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539K

Top Sells

1
+$1.05M
2
+$908K
3
+$486K
4
CFG icon
Citizens Financial Group
CFG
+$414K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$369K

Sector Composition

1 Financials 20.3%
2 Technology 18.78%
3 Communication Services 15.47%
4 Healthcare 10.28%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
100
277
$30K 0.01%
1,145
-560
278
$29K 0.01%
+447
279
$29K 0.01%
2,000
280
$28K 0.01%
200
281
$28K 0.01%
300
282
$28K 0.01%
150
283
$28K 0.01%
135
284
$28K 0.01%
530
285
$27K 0.01%
208
286
$27K 0.01%
390
287
$26K 0.01%
1,900
288
$26K 0.01%
778
+5
289
$25K 0.01%
1,509
290
$24K 0.01%
411
+3
291
$24K 0.01%
387
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292
$24K 0.01%
6,000
293
$23K 0.01%
170
294
$23K 0.01%
1,492
295
$23K 0.01%
520
-364
296
$23K 0.01%
+250
297
$22K 0.01%
102
298
$22K 0.01%
40
299
$22K 0.01%
200
300
$22K 0.01%
585
+75
10 11
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