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
401
$11K ﹤0.01%
145
402
$11K ﹤0.01%
102
403
$11K ﹤0.01%
2,000
404
$11K ﹤0.01%
815
405
$11K ﹤0.01%
469
406
$11K ﹤0.01%
1,000
407
$11K ﹤0.01%
453
-9
408
$11K ﹤0.01%
400
-1,009
409
$10K ﹤0.01%
400
410
$10K ﹤0.01%
1,000
411
$10K ﹤0.01%
353
+24
412
$10K ﹤0.01%
410
+130
413
$9K ﹤0.01%
200
+50
414
$9K ﹤0.01%
252
415
$9K ﹤0.01%
+315
416
$9K ﹤0.01%
550
417
$9K ﹤0.01%
200
418
$9K ﹤0.01%
1,000
419
$9K ﹤0.01%
+478
420
$9K ﹤0.01%
135
421
$8K ﹤0.01%
480
422
$8K ﹤0.01%
300
423
$8K ﹤0.01%
175
+2
424
$8K ﹤0.01%
677
425
$8K ﹤0.01%
878
15 16
17
18 19