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
$431M
AUM Growth
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$5.56M
3 +$5.26M
4
FCB
FCB Financial Holdings, Inc.
FCB
+$1.4M
5
DD icon
DuPont de Nemours
DD
+$518K

Top Sells

1 +$2.4M
2 +$1.26M
3 +$685K
4
SHPG
Shire pic
SHPG
+$520K
5
DHC
Diversified Healthcare Trust
DHC
+$483K

Sector Composition

1 Financials 21.93%
2 Technology 11.55%
3 Communication Services 11.05%
4 Healthcare 8.99%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$12K ﹤0.01%
1,325
427
$12K ﹤0.01%
+124
428
$12K ﹤0.01%
585
429
$11K ﹤0.01%
329
430
$11K ﹤0.01%
336
431
$11K ﹤0.01%
161
-1,042
432
$11K ﹤0.01%
800
433
$11K ﹤0.01%
1,000
434
$10K ﹤0.01%
462
-6
435
$10K ﹤0.01%
300
436
$10K ﹤0.01%
550
437
$10K ﹤0.01%
200
438
$10K ﹤0.01%
1,141
+57
439
$10K ﹤0.01%
102
440
$10K ﹤0.01%
150
441
$9K ﹤0.01%
387
442
$9K ﹤0.01%
114
443
$9K ﹤0.01%
305
444
$8K ﹤0.01%
182
445
$8K ﹤0.01%
250
446
$8K ﹤0.01%
256
447
$8K ﹤0.01%
677
448
$8K ﹤0.01%
878
449
$8K ﹤0.01%
573
+10
450
$8K ﹤0.01%
61
+59