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
$439M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.27M
3
+$3.02M
4
DOW icon
Dow Inc
DOW
+$2.1M
5
SNV icon
Synovus
SNV
+$1.61M

Top Sells

1
+$12.4M
2
+$3.9M
3
+$1.26M
4
AGN
Allergan plc
AGN
+$1.11M
5
BP icon
BP
BP
+$718K

Sector Composition

1 Financials 21.5%
2 Technology 12.69%
3 Communication Services 12.37%
4 Industrials 9.35%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
1,000
352
$21K ﹤0.01%
1,125
-40
353
$20K ﹤0.01%
468
354
$20K ﹤0.01%
500
355
$20K ﹤0.01%
1,492
356
$20K ﹤0.01%
71
357
$20K ﹤0.01%
750
358
$20K ﹤0.01%
338
+5
359
$20K ﹤0.01%
738
360
$19K ﹤0.01%
374
361
$19K ﹤0.01%
427
362
$19K ﹤0.01%
1,000
363
$19K ﹤0.01%
1,600
364
$18K ﹤0.01%
200
365
$18K ﹤0.01%
555
-2,978
366
$18K ﹤0.01%
750
367
$18K ﹤0.01%
600
368
$18K ﹤0.01%
530
369
$18K ﹤0.01%
160
370
$17K ﹤0.01%
600
371
$17K ﹤0.01%
883
372
$17K ﹤0.01%
400
373
$17K ﹤0.01%
300
374
$17K ﹤0.01%
167
375
$17K ﹤0.01%
100
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