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
$403M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$3.5M
3 +$1.2M
4
XYZ
Block Inc
XYZ
+$318K
5
CVS icon
CVS Health
CVS
+$288K

Top Sells

1 +$14M
2 +$2.02M
3 +$731K
4
NEE icon
NextEra Energy
NEE
+$573K
5
WDAY icon
Workday
WDAY
+$460K

Sector Composition

1 Technology 21.93%
2 Financials 15.35%
3 Communication Services 12.67%
4 Healthcare 8.24%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$5K ﹤0.01%
125
402
$5K ﹤0.01%
300
403
$4K ﹤0.01%
95
404
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219
-2
405
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8
406
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37
407
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89
408
$4K ﹤0.01%
+47
409
$4K ﹤0.01%
166
410
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+170
411
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488
-85
412
$4K ﹤0.01%
100
413
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100
414
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410
415
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1,000
416
$4K ﹤0.01%
25
417
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50
418
$4K ﹤0.01%
130
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$3K ﹤0.01%
100
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$3K ﹤0.01%
125
421
$3K ﹤0.01%
100
422
$3K ﹤0.01%
333
423
$3K ﹤0.01%
64
424
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53
425
$3K ﹤0.01%
5,000