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
$439M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.27M
3
+$3.02M
4
DOW icon
Dow Inc
DOW
+$2.1M
5
SNV icon
Synovus
SNV
+$1.61M

Top Sells

1
+$12.4M
2
+$3.9M
3
+$1.26M
4
AGN
Allergan plc
AGN
+$1.11M
5
BP icon
BP
BP
+$718K

Sector Composition

1 Financials 21.5%
2 Technology 12.69%
3 Communication Services 12.37%
4 Industrials 9.35%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
145
427
$7K ﹤0.01%
200
428
$7K ﹤0.01%
100
429
$7K ﹤0.01%
136
-425
430
$7K ﹤0.01%
50
431
$7K ﹤0.01%
+1,755
432
$6K ﹤0.01%
+166
433
$6K ﹤0.01%
1,091
434
$6K ﹤0.01%
300
435
$6K ﹤0.01%
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436
$6K ﹤0.01%
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437
$6K ﹤0.01%
56
438
$6K ﹤0.01%
479
-58
439
$5K ﹤0.01%
210
440
$5K ﹤0.01%
100
441
$5K ﹤0.01%
1,105
+25
442
$5K ﹤0.01%
256
443
$5K ﹤0.01%
50
444
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224
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$5K ﹤0.01%
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446
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447
$5K ﹤0.01%
374
-42
448
$5K ﹤0.01%
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449
$5K ﹤0.01%
43
450
$4K ﹤0.01%
200
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