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
$442M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$5.36M
3
+$507K
4
PM icon
Philip Morris
PM
+$411K
5
MSFT icon
Microsoft
MSFT
+$268K

Top Sells

1
+$1.42M
2
+$390K
3
+$298K
4
INTC icon
Intel
INTC
+$274K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Financials 21.21%
2 Technology 12.46%
3 Communication Services 11.65%
4 Consumer Staples 9.74%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
167
377
$17K ﹤0.01%
469
378
$16K ﹤0.01%
12
379
$16K ﹤0.01%
515
+1
380
$16K ﹤0.01%
453
381
$16K ﹤0.01%
203
382
$16K ﹤0.01%
220
383
$16K ﹤0.01%
500
384
$15K ﹤0.01%
1,200
385
$15K ﹤0.01%
815
386
$15K ﹤0.01%
500
387
$14K ﹤0.01%
480
388
$14K ﹤0.01%
145
389
$14K ﹤0.01%
6,000
390
$14K ﹤0.01%
300
391
$14K ﹤0.01%
300
392
$14K ﹤0.01%
295
-35
393
$13K ﹤0.01%
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$13K ﹤0.01%
400
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$13K ﹤0.01%
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396
$13K ﹤0.01%
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397
$13K ﹤0.01%
821
-62
398
$13K ﹤0.01%
655
399
$12K ﹤0.01%
433
-16
400
$12K ﹤0.01%
1,033
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16
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