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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1
+$4.94M
2
+$2.9M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.4K ﹤0.01%
225
402
$8.37K ﹤0.01%
161
+121
403
$8.35K ﹤0.01%
24
404
$8.33K ﹤0.01%
166
405
$8.26K ﹤0.01%
1,000
406
$8.15K ﹤0.01%
751
+520
407
$8.12K ﹤0.01%
300
408
$8.11K ﹤0.01%
124
409
$8.09K ﹤0.01%
265
410
$8.02K ﹤0.01%
31
+13
411
$7.94K ﹤0.01%
422
412
$7.84K ﹤0.01%
200
-1,000
413
$7.83K ﹤0.01%
142
-130
414
$7.65K ﹤0.01%
57
+24
415
$7.63K ﹤0.01%
+144
416
$7.59K ﹤0.01%
259
417
$7.58K ﹤0.01%
800
-74
418
$7.54K ﹤0.01%
243
-1
419
$7.48K ﹤0.01%
96
+27
420
$7.42K ﹤0.01%
330
421
$7.36K ﹤0.01%
400
+200
422
$7.32K ﹤0.01%
870
-550
423
$7.28K ﹤0.01%
501
424
$7.28K ﹤0.01%
244
425
$7.14K ﹤0.01%
402
+34
15 16
17
18 19