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
301
$22K 0.01%
175
302
$21K ﹤0.01%
400
303
$20K ﹤0.01%
4,500
304
$19K ﹤0.01%
118
+2
305
$19K ﹤0.01%
143
306
$18K ﹤0.01%
1,400
307
$18K ﹤0.01%
300
308
$17K ﹤0.01%
96
309
$17K ﹤0.01%
405
310
$16K ﹤0.01%
250
311
$16K ﹤0.01%
351
+6
312
$16K ﹤0.01%
114
313
$15K ﹤0.01%
291
314
$15K ﹤0.01%
200
315
$15K ﹤0.01%
400
316
$14K ﹤0.01%
105
317
$14K ﹤0.01%
1,033
318
$14K ﹤0.01%
189
-12
319
$14K ﹤0.01%
265
320
$13K ﹤0.01%
300
321
$13K ﹤0.01%
400
322
$12K ﹤0.01%
315
323
$12K ﹤0.01%
200
324
$12K ﹤0.01%
617
325
$12K ﹤0.01%
104
11 12
13
14 15