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
$354M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Sells

1 +$2.35M
2 +$1.58M
3 +$1.01M
4
LOW icon
Lowe's Companies
LOW
+$861K
5
AAPL icon
Apple
AAPL
+$677K

Sector Composition

1 Technology 19.51%
2 Financials 18.62%
3 Healthcare 14.13%
4 Communication Services 10.45%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
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352
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353
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354
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+100
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$6K ﹤0.01%
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$5K ﹤0.01%
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