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
$483M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$990K
3
+$492K
4
AMZN icon
Amazon
AMZN
+$460K
5
ETN icon
Eaton
ETN
+$413K

Top Sells

1
+$1.79M
2
+$891K
3
+$623K
4
FISV
Fiserv Inc
FISV
+$537K
5
T icon
AT&T
T
+$488K

Sector Composition

1 Technology 21.73%
2 Financials 18.14%
3 Communication Services 13.56%
4 Healthcare 10.54%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
100
352
$7K ﹤0.01%
225
353
$7K ﹤0.01%
500
354
$6K ﹤0.01%
95
355
$6K ﹤0.01%
95
356
$6K ﹤0.01%
210
357
$6K ﹤0.01%
37
358
$6K ﹤0.01%
170
359
$6K ﹤0.01%
50
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5,000
361
$6K ﹤0.01%
200
362
$5K ﹤0.01%
189
-4
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$5K ﹤0.01%
+300
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$5K ﹤0.01%
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+1
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$5K ﹤0.01%
333
366
$5K ﹤0.01%
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367
$5K ﹤0.01%
200
368
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369
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50
370
$5K ﹤0.01%
100
-450
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$5K ﹤0.01%
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$5K ﹤0.01%
50
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$4K ﹤0.01%
100
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$4K ﹤0.01%
1,000
375
$4K ﹤0.01%
81
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