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
$383M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$655K
3
+$410K
4
SNV icon
Synovus
SNV
+$222K
5
AMZN icon
Amazon
AMZN
+$161K

Top Sells

1
+$2.73M
2
+$1.6M
3
+$1.51M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$996K
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$772K

Sector Composition

1 Financials 21.24%
2 Communication Services 11.63%
3 Technology 11.47%
4 Healthcare 10.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
150
427
$8K ﹤0.01%
300
428
$7K ﹤0.01%
250
429
$7K ﹤0.01%
145
+6
430
$7K ﹤0.01%
1,369
+1,243
431
$7K ﹤0.01%
1,141
432
$7K ﹤0.01%
613
+20
433
$7K ﹤0.01%
265
434
$7K ﹤0.01%
537
-6
435
$7K ﹤0.01%
800
436
$6K ﹤0.01%
210
437
$6K ﹤0.01%
60
438
$6K ﹤0.01%
230
-7
439
$6K ﹤0.01%
200
440
$6K ﹤0.01%
100
441
$6K ﹤0.01%
50
442
$6K ﹤0.01%
416
-18
443
$5K ﹤0.01%
1,091
444
$5K ﹤0.01%
300
445
$5K ﹤0.01%
+412
446
$5K ﹤0.01%
119
447
$5K ﹤0.01%
50
-85
448
$5K ﹤0.01%
225
449
$5K ﹤0.01%
182
450
$5K ﹤0.01%
56
16 17
18
19 20