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
$353M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.39M
3
+$787K
4
IBB icon
iShares Biotechnology ETF
IBB
+$362K
5
PFE icon
Pfizer
PFE
+$231K

Top Sells

1
+$2.93M
2
+$486K
3
+$423K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K
5
FDX icon
FedEx
FDX
+$383K

Sector Composition

1 Financials 20.96%
2 Healthcare 14.38%
3 Communication Services 12.33%
4 Industrials 10.65%
5 Consumer Staples 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
300
402
$14K ﹤0.01%
655
403
$14K ﹤0.01%
500
404
$13K ﹤0.01%
184
405
$13K ﹤0.01%
1,359
+11
406
$13K ﹤0.01%
726
407
$13K ﹤0.01%
204
408
$13K ﹤0.01%
530
409
$13K ﹤0.01%
+225
410
$13K ﹤0.01%
524
411
$13K ﹤0.01%
200
412
$13K ﹤0.01%
410
413
$13K ﹤0.01%
1,000
414
$12K ﹤0.01%
+35
415
$12K ﹤0.01%
+136
416
$12K ﹤0.01%
400
417
$12K ﹤0.01%
1,113
418
$12K ﹤0.01%
400
419
$12K ﹤0.01%
203
420
$12K ﹤0.01%
199
-62
421
$12K ﹤0.01%
944
422
$12K ﹤0.01%
500
-1,450
423
$11K ﹤0.01%
500
424
$11K ﹤0.01%
559
425
$11K ﹤0.01%
135
15 16
17
18 19