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
351
$23K 0.01%
+468
352
$23K 0.01%
+600
353
$23K 0.01%
+500
354
$22K 0.01%
+1,800
355
$22K 0.01%
+851
356
$22K 0.01%
+400
357
$22K 0.01%
+1,600
358
$22K 0.01%
+200
359
$21K 0.01%
+400
360
$21K 0.01%
+800
361
$20K 0.01%
+1,400
362
$20K 0.01%
+450
363
$20K 0.01%
+500
364
$20K 0.01%
+750
365
$20K 0.01%
+182
366
$20K 0.01%
+400
367
$20K 0.01%
794
-17,690
368
$19K 0.01%
+125
369
$19K 0.01%
+700
370
$19K 0.01%
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371
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372
$19K 0.01%
+420
373
$18K 0.01%
+217
374
$18K 0.01%
+200
375
$18K 0.01%
+1,000
13 14
15
16 17