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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
+200
427
$10K ﹤0.01%
+559
428
$10K ﹤0.01%
+548
429
$10K ﹤0.01%
+2,043
430
$10K ﹤0.01%
+337
431
$10K ﹤0.01%
+677
432
$10K ﹤0.01%
+150
433
$10K ﹤0.01%
+135
434
$10K ﹤0.01%
+474
435
$10K ﹤0.01%
+944
436
$10K ﹤0.01%
+200
437
$9K ﹤0.01%
+313
438
$9K ﹤0.01%
+700
439
$9K ﹤0.01%
+135
440
$9K ﹤0.01%
+878
441
$9K ﹤0.01%
+300
442
$9K ﹤0.01%
+279
443
$8K ﹤0.01%
+550
444
$8K ﹤0.01%
+200
445
$8K ﹤0.01%
+400
446
$8K ﹤0.01%
+100
447
$8K ﹤0.01%
+100
448
$7K ﹤0.01%
+500
449
$7K ﹤0.01%
+1,300
450
$7K ﹤0.01%
+55
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