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
$400M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.05M
3 +$824K
4
MMM icon
3M
MMM
+$701K
5
LHX icon
L3Harris
LHX
+$263K

Top Sells

1 +$2.12M
2 +$1.1M
3 +$666K
4
CVS icon
CVS Health
CVS
+$569K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Sector Composition

1 Technology 26.34%
2 Financials 19.03%
3 Healthcare 11.65%
4 Consumer Discretionary 8.91%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$18.9K ﹤0.01%
262
+52
327
$18.7K ﹤0.01%
310
328
$18.6K ﹤0.01%
498
329
$18.4K ﹤0.01%
1,625
330
$18.3K ﹤0.01%
300
331
$18.1K ﹤0.01%
437
+250
332
$17.9K ﹤0.01%
221
-107
333
$17.5K ﹤0.01%
849
+3
334
$17.4K ﹤0.01%
139
335
$17.2K ﹤0.01%
498
+2
336
$17K ﹤0.01%
100
337
$17K ﹤0.01%
2,000
338
$16.9K ﹤0.01%
700
339
$16.9K ﹤0.01%
94
340
$16.8K ﹤0.01%
1,600
341
$16.7K ﹤0.01%
904
342
$16.5K ﹤0.01%
665
+22
343
$16.4K ﹤0.01%
470
+12
344
$16.1K ﹤0.01%
200
345
$16K ﹤0.01%
+73
346
$15.9K ﹤0.01%
373
347
$15.8K ﹤0.01%
400
348
$15.7K ﹤0.01%
191
-4
349
$15.5K ﹤0.01%
200
350
$15.5K ﹤0.01%
450