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
$439M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.27M
3
+$3.02M
4
DOW icon
Dow Inc
DOW
+$2.1M
5
SNV icon
Synovus
SNV
+$1.61M

Top Sells

1
+$12.4M
2
+$3.9M
3
+$1.26M
4
AGN
Allergan plc
AGN
+$1.11M
5
BP icon
BP
BP
+$718K

Sector Composition

1 Financials 21.5%
2 Technology 12.69%
3 Communication Services 12.37%
4 Industrials 9.35%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
449
-4
402
$12K ﹤0.01%
400
403
$12K ﹤0.01%
+1,033
404
$12K ﹤0.01%
353
405
$11K ﹤0.01%
252
406
$11K ﹤0.01%
200
407
$11K ﹤0.01%
150
408
$10K ﹤0.01%
300
409
$10K ﹤0.01%
315
410
$10K ﹤0.01%
550
411
$10K ﹤0.01%
265
412
$10K ﹤0.01%
135
413
$9K ﹤0.01%
250
414
$9K ﹤0.01%
200
415
$9K ﹤0.01%
1,369
416
$9K ﹤0.01%
178
+3
417
$9K ﹤0.01%
1,000
418
$9K ﹤0.01%
300
419
$8K ﹤0.01%
225
-5
420
$8K ﹤0.01%
1,249
+108
421
$8K ﹤0.01%
677
422
$8K ﹤0.01%
878
423
$8K ﹤0.01%
626
+13
424
$7K ﹤0.01%
15
425
$7K ﹤0.01%
60
15 16
17
18 19