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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
+525
377
$18K 0.01%
+325
378
$18K 0.01%
+300
379
$18K 0.01%
+275
380
$17K 0.01%
+500
381
$17K 0.01%
+1,202
382
$17K 0.01%
+600
383
$16K ﹤0.01%
+375
384
$16K ﹤0.01%
+574
385
$16K ﹤0.01%
+300
386
$16K ﹤0.01%
+261
387
$16K ﹤0.01%
+649
388
$15K ﹤0.01%
+600
389
$15K ﹤0.01%
+254
390
$15K ﹤0.01%
+460
391
$15K ﹤0.01%
+600
392
$15K ﹤0.01%
+400
393
$15K ﹤0.01%
+2,400
394
$15K ﹤0.01%
+236
395
$15K ﹤0.01%
+2,000
396
$14K ﹤0.01%
+1,000
397
$14K ﹤0.01%
+2,013
398
$14K ﹤0.01%
+310
399
$14K ﹤0.01%
+184
400
$14K ﹤0.01%
+63
14 15
16
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