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
326
$18K ﹤0.01%
100
327
$18K ﹤0.01%
247
328
$17.8K ﹤0.01%
1,625
329
$17.7K ﹤0.01%
272
330
$17.5K ﹤0.01%
215
331
$17.1K ﹤0.01%
425
332
$16.9K ﹤0.01%
300
333
$16.8K ﹤0.01%
145
+7
334
$16.7K ﹤0.01%
200
335
$16.6K ﹤0.01%
720
336
$16.6K ﹤0.01%
1,600
337
$16.5K ﹤0.01%
700
338
$16.4K ﹤0.01%
+496
339
$16.1K ﹤0.01%
+840
340
$16.1K ﹤0.01%
402
-500
341
$16K ﹤0.01%
1,055
342
$15.8K ﹤0.01%
+643
343
$15.6K ﹤0.01%
22
+1
344
$15.5K ﹤0.01%
1,354
-2,224
345
$15.5K ﹤0.01%
+458
346
$14.6K ﹤0.01%
373
347
$14.6K ﹤0.01%
200
348
$14.4K ﹤0.01%
200
349
$14.3K ﹤0.01%
400
350
$14.3K ﹤0.01%
200