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
326
$12K ﹤0.01%
244
327
$11K ﹤0.01%
200
328
$11K ﹤0.01%
1,481
+47
329
$11K ﹤0.01%
1,000
330
$11K ﹤0.01%
135
331
$10K ﹤0.01%
100
332
$10K ﹤0.01%
677
333
$10K ﹤0.01%
604
334
$10K ﹤0.01%
700
335
$10K ﹤0.01%
69
336
$9K ﹤0.01%
312
337
$9K ﹤0.01%
550
338
$9K ﹤0.01%
150
339
$9K ﹤0.01%
210
+161
340
$9K ﹤0.01%
500
341
$9K ﹤0.01%
+1,000
342
$8K ﹤0.01%
250
343
$8K ﹤0.01%
+1,000
344
$8K ﹤0.01%
98
345
$7K ﹤0.01%
100
346
$7K ﹤0.01%
225
347
$7K ﹤0.01%
5,000
348
$7K ﹤0.01%
510
-747
349
$7K ﹤0.01%
12
-10
350
$7K ﹤0.01%
300
12 13
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15 16