MRCM
M&R Capital Management Portfolio holdings
AUM
$454M
1-Year Return
40.11%
This Quarter Return
+4.07%
1 Year Return
+40.11%
3 Year Return
+52.56%
5 Year Return
+141.05%
10 Year Return
+275.42%
AUM
$353M
AUM Growth
+$11.3M
(+3.3%)
Cap. Flow
-$50K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
25.91%
Holding
595
New
47
Increased
78
Reduced
145
Closed
17
Top Buys
| 1 |
SHPG
Shire pic
SHPG
|
+$5.22M |
| 2 |
Lowe's Companies
LOW
|
+$2.39M |
| 3 |
JPMorgan Chase
JPM
|
+$787K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$362K |
| 5 |
Pfizer
PFE
|
+$231K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$2.93M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$486K |
| 3 |
Visa
V
|
+$423K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$384K |
| 5 |
FedEx
FDX
|
+$383K |
Sector Composition
| 1 | Financials | 20.96% |
| 2 | Healthcare | 14.38% |
| 3 | Communication Services | 12.33% |
| 4 | Industrials | 10.65% |
| 5 | Consumer Staples | 10.02% |
