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
$383M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$655K
3
+$410K
4
SNV icon
Synovus
SNV
+$222K
5
AMZN icon
Amazon
AMZN
+$161K

Top Sells

1
+$2.73M
2
+$1.6M
3
+$1.51M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$996K
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$772K

Sector Composition

1 Financials 21.24%
2 Communication Services 11.63%
3 Technology 11.47%
4 Healthcare 10.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
468
377
$15K ﹤0.01%
600
378
$15K ﹤0.01%
1,165
-135
379
$15K ﹤0.01%
160
-72
380
$15K ﹤0.01%
300
381
$14K ﹤0.01%
512
-398
382
$14K ﹤0.01%
530
383
$14K ﹤0.01%
500
384
$14K ﹤0.01%
200
385
$14K ﹤0.01%
342
386
$14K ﹤0.01%
371
-21
387
$13K ﹤0.01%
200
388
$13K ﹤0.01%
463
-15
389
$13K ﹤0.01%
1,200
390
$13K ﹤0.01%
220
391
$13K ﹤0.01%
203
392
$13K ﹤0.01%
300
-300
393
$12K ﹤0.01%
990
394
$12K ﹤0.01%
600
395
$12K ﹤0.01%
178
-11
396
$12K ﹤0.01%
883
397
$12K ﹤0.01%
400
-138
398
$12K ﹤0.01%
200
399
$12K ﹤0.01%
300
400
$12K ﹤0.01%
655
14 15
16
17 18