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
276
$32.3K 0.01%
517
277
$32K 0.01%
142
+84
278
$32K 0.01%
87
+27
279
$31.8K 0.01%
190
280
$31.5K 0.01%
3,300
281
$31.3K 0.01%
960
282
$31.1K 0.01%
225
283
$30.9K 0.01%
475
284
$30.4K 0.01%
210
+110
285
$30.2K 0.01%
143
+68
286
$30.1K 0.01%
1,000
287
$30K 0.01%
211
288
$29.9K 0.01%
102
289
$29.7K 0.01%
3,300
290
$29.7K 0.01%
691
291
$29.3K 0.01%
300
292
$28.4K 0.01%
525
293
$28.1K 0.01%
728
294
$28K 0.01%
+700
295
$28K 0.01%
2,000
296
$27.1K 0.01%
300
297
$27.1K 0.01%
221
298
$26.7K 0.01%
653
+600
299
$26.3K 0.01%
214
300
$26.1K 0.01%
270
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