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
326
$31K 0.01%
+667
327
$31K 0.01%
+1,469
328
$30K 0.01%
+372
329
$30K 0.01%
600
-3,280
330
$29K 0.01%
+1,000
331
$29K 0.01%
+300
332
$28K 0.01%
+2,000
333
$28K 0.01%
+1,200
334
$28K 0.01%
+961
335
$27K 0.01%
+600
336
$27K 0.01%
+261
337
$27K 0.01%
+1,000
338
$26K 0.01%
+381
339
$26K 0.01%
+400
340
$26K 0.01%
+600
341
$26K 0.01%
+200
342
$26K 0.01%
+400
343
$25K 0.01%
+400
344
$25K 0.01%
+800
345
$25K 0.01%
+1,075
346
$25K 0.01%
+1,750
347
$25K 0.01%
+295
348
$24K 0.01%
+1,492
349
$24K 0.01%
+300
350
$23K 0.01%
+1,060
12 13
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