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
$400M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.05M
3 +$824K
4
MMM icon
3M
MMM
+$701K
5
LHX icon
L3Harris
LHX
+$263K

Top Sells

1 +$2.12M
2 +$1.1M
3 +$666K
4
CVS icon
CVS Health
CVS
+$569K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Sector Composition

1 Technology 26.34%
2 Financials 19.03%
3 Healthcare 11.65%
4 Consumer Discretionary 8.91%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.75K ﹤0.01%
166
402
$9.75K ﹤0.01%
41
+18
403
$9.75K ﹤0.01%
289
404
$9.63K ﹤0.01%
227
405
$9.5K ﹤0.01%
78
+21
406
$9.46K ﹤0.01%
1,791
+42
407
$9.36K ﹤0.01%
452
+50
408
$9.16K ﹤0.01%
799
-91
409
$9.14K ﹤0.01%
174
410
$9.14K ﹤0.01%
32
+1
411
$9.08K ﹤0.01%
215
412
$9.06K ﹤0.01%
6,000
413
$8.92K ﹤0.01%
341
+1
414
$8.88K ﹤0.01%
617
415
$8.78K ﹤0.01%
112
+26
416
$8.76K ﹤0.01%
244
417
$8.7K ﹤0.01%
124
418
$8.67K ﹤0.01%
358
419
$8.6K ﹤0.01%
1,000
420
$8.46K ﹤0.01%
262
+140
421
$8.4K ﹤0.01%
500
422
$8.29K ﹤0.01%
756
+5
423
$8.22K ﹤0.01%
200
424
$8.08K ﹤0.01%
265
425
$7.96K ﹤0.01%
50