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
$468M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Sells

1 +$2.55M
2 +$2.28M
3 +$848K
4
EWG icon
iShares MSCI Germany ETF
EWG
+$763K
5
NSC icon
Norfolk Southern
NSC
+$681K

Sector Composition

1 Technology 20.35%
2 Financials 18.63%
3 Communication Services 12.65%
4 Healthcare 11.46%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
124
+5
352
$8K ﹤0.01%
677
353
$8K ﹤0.01%
604
354
$8K ﹤0.01%
200
-100
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$8K ﹤0.01%
+31
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$7K ﹤0.01%
35
357
$7K ﹤0.01%
1,066
358
$7K ﹤0.01%
300
359
$7K ﹤0.01%
136
360
$7K ﹤0.01%
409
361
$7K ﹤0.01%
225
362
$7K ﹤0.01%
+259
363
$7K ﹤0.01%
150
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$6K ﹤0.01%
+163
365
$6K ﹤0.01%
1,000
366
$6K ﹤0.01%
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367
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170
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50
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185
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$6K ﹤0.01%
+82
371
$6K ﹤0.01%
100
372
$5K ﹤0.01%
95
373
$5K ﹤0.01%
210
374
$5K ﹤0.01%
37
375
$5K ﹤0.01%
+27