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
401
$14K ﹤0.01%
+359
402
$13K ﹤0.01%
+400
403
$13K ﹤0.01%
+204
404
$13K ﹤0.01%
+176
405
$13K ﹤0.01%
+300
406
$13K ﹤0.01%
+290
407
$13K ﹤0.01%
+524
408
$13K ﹤0.01%
+410
409
$12K ﹤0.01%
+3,200
410
$12K ﹤0.01%
+500
411
$12K ﹤0.01%
+200
412
$12K ﹤0.01%
+1,348
413
$12K ﹤0.01%
+785
414
$12K ﹤0.01%
+396
415
$12K ﹤0.01%
+530
416
$12K ﹤0.01%
+488
417
$12K ﹤0.01%
+655
418
$12K ﹤0.01%
+500
419
$12K ﹤0.01%
+1,000
420
$12K ﹤0.01%
+272
421
$11K ﹤0.01%
+1,113
422
$11K ﹤0.01%
+726
423
$11K ﹤0.01%
+400
424
$11K ﹤0.01%
+203
425
$11K ﹤0.01%
+725
15 16
17
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