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
301
$41K 0.01%
+700
302
$41K 0.01%
+329
303
$41K 0.01%
+1,108
304
$39K 0.01%
+343
305
$39K 0.01%
+1,343
306
$38K 0.01%
+1,000
307
$38K 0.01%
+1,100
308
$38K 0.01%
+1,400
309
$36K 0.01%
+611
310
$36K 0.01%
+1,451
311
$36K 0.01%
+5,000
312
$36K 0.01%
+1,052
313
$36K 0.01%
+2,000
314
$35K 0.01%
+3,325
315
$35K 0.01%
+2,000
316
$34K 0.01%
+769
317
$34K 0.01%
+300
318
$34K 0.01%
+600
319
$33K 0.01%
+845
320
$33K 0.01%
+2,883
321
$33K 0.01%
+1,488
322
$32K 0.01%
+734
323
$32K 0.01%
+2,157
324
$32K 0.01%
+2,000
325
$32K 0.01%
+1,372
11 12
13
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