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
$442M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$5.36M
3 +$507K
4
PM icon
Philip Morris
PM
+$411K
5
MSFT icon
Microsoft
MSFT
+$268K

Top Sells

1 +$1.42M
2 +$390K
3 +$298K
4
INTC icon
Intel
INTC
+$274K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Financials 21.21%
2 Technology 12.46%
3 Communication Services 11.65%
4 Consumer Staples 9.74%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7K ﹤0.01%
225
427
$7K ﹤0.01%
200
428
$7K ﹤0.01%
100
429
$6K ﹤0.01%
15
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$6K ﹤0.01%
166
431
$6K ﹤0.01%
1,091
432
$6K ﹤0.01%
300
433
$6K ﹤0.01%
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434
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$6K ﹤0.01%
50
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$5K ﹤0.01%
+39
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$5K ﹤0.01%
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1,132
+27
440
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396
+316
441
$5K ﹤0.01%
256
442
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225
443
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70
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462
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$5K ﹤0.01%
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100
448
$4K ﹤0.01%
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449
$4K ﹤0.01%
104
450
$4K ﹤0.01%
37