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
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$655K
3
+$410K
4
SNV icon
Synovus
SNV
+$222K
5
AMZN icon
Amazon
AMZN
+$161K

Top Sells

1
+$2.73M
2
+$1.6M
3
+$1.51M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$996K
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$772K

Sector Composition

1 Financials 21.24%
2 Communication Services 11.63%
3 Technology 11.47%
4 Healthcare 10.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
828
+6
352
$19K 0.01%
73
353
$19K 0.01%
374
354
$18K ﹤0.01%
500
355
$18K ﹤0.01%
1,492
356
$18K ﹤0.01%
6,000
357
$18K ﹤0.01%
488
358
$18K ﹤0.01%
300
359
$18K ﹤0.01%
1,600
360
$17K ﹤0.01%
427
-68
361
$17K ﹤0.01%
71
-15
362
$17K ﹤0.01%
750
363
$17K ﹤0.01%
1,000
364
$17K ﹤0.01%
1,300
-19,079
365
$17K ﹤0.01%
750
366
$17K ﹤0.01%
176
367
$17K ﹤0.01%
333
+1
368
$17K ﹤0.01%
400
369
$17K ﹤0.01%
738
+21
370
$17K ﹤0.01%
688
-22
371
$16K ﹤0.01%
600
372
$16K ﹤0.01%
167
-200
373
$16K ﹤0.01%
100
374
$15K ﹤0.01%
+12
375
$15K ﹤0.01%
200
13 14
15
16 17