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
301
$25.8K 0.01%
400
302
$24.8K 0.01%
+460
303
$23.9K 0.01%
20,160
304
$23.5K 0.01%
359
305
$22.9K 0.01%
700
306
$22.9K 0.01%
404
-192
307
$22.9K 0.01%
349
+89
308
$22.9K 0.01%
150
309
$22.8K 0.01%
330
310
$21.5K 0.01%
1,877
311
$21.4K 0.01%
114
312
$21.4K 0.01%
500
313
$21K 0.01%
170
314
$21K 0.01%
2,000
315
$20.9K 0.01%
412
316
$20.8K 0.01%
190
317
$19.9K 0.01%
278
318
$19.9K 0.01%
498
319
$19.3K 0.01%
335
320
$19K 0.01%
+708
321
$19K ﹤0.01%
317
+2
322
$18.8K ﹤0.01%
190
-10
323
$18.7K ﹤0.01%
2,000
324
$18.5K ﹤0.01%
405
325
$18.1K ﹤0.01%
395