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
$483M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$990K
3
+$492K
4
AMZN icon
Amazon
AMZN
+$460K
5
ETN icon
Eaton
ETN
+$413K

Top Sells

1
+$1.79M
2
+$891K
3
+$623K
4
FISV
Fiserv Inc
FISV
+$537K
5
T icon
AT&T
T
+$488K

Sector Composition

1 Technology 21.73%
2 Financials 18.14%
3 Communication Services 13.56%
4 Healthcare 10.54%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
100
377
$4K ﹤0.01%
100
-10,477
378
$4K ﹤0.01%
+41
379
$4K ﹤0.01%
312
380
$3K ﹤0.01%
100
381
$3K ﹤0.01%
100
382
$3K ﹤0.01%
96
383
$3K ﹤0.01%
100
384
$3K ﹤0.01%
18
-6
385
$3K ﹤0.01%
+66
386
$3K ﹤0.01%
100
387
$3K ﹤0.01%
75
388
$3K ﹤0.01%
+20
389
$3K ﹤0.01%
100
390
$2K ﹤0.01%
41
391
$2K ﹤0.01%
140
392
$2K ﹤0.01%
26
393
$2K ﹤0.01%
100
394
$2K ﹤0.01%
67
395
$2K ﹤0.01%
+300
396
$2K ﹤0.01%
100
397
$2K ﹤0.01%
30
398
$2K ﹤0.01%
17
399
$2K ﹤0.01%
7
-5
400
$1K ﹤0.01%
57
-1
14 15
16
17 18