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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.39M
3 +$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1 +$4.94M
2 +$2.9M
3 +$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$13.8K ﹤0.01%
403
+1
352
$13.7K ﹤0.01%
450
353
$13.6K ﹤0.01%
550
+140
354
$13.5K ﹤0.01%
400
355
$13.4K ﹤0.01%
176
356
$13.4K ﹤0.01%
425
357
$13.3K ﹤0.01%
12
358
$13.1K ﹤0.01%
1,055
359
$13K ﹤0.01%
393
360
$12.9K ﹤0.01%
195
+52
361
$12.9K ﹤0.01%
260
+5
362
$12.8K ﹤0.01%
164
363
$12.6K ﹤0.01%
232
+101
364
$12.5K ﹤0.01%
83
365
$12.4K ﹤0.01%
400
366
$11.9K ﹤0.01%
528
367
$11.8K ﹤0.01%
918
+18
368
$11.1K ﹤0.01%
500
369
$11.1K ﹤0.01%
135
370
$10.8K ﹤0.01%
84
371
$10.8K ﹤0.01%
504
+3
372
$10.8K ﹤0.01%
76
+32
373
$10.7K ﹤0.01%
200
374
$10.6K ﹤0.01%
112
-300
375
$10.1K ﹤0.01%
1,457