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
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$475K
3
+$460K
4
TJX icon
TJX Companies
TJX
+$442K
5
CRM icon
Salesforce
CRM
+$421K

Top Sells

1
+$2.2M
2
+$993K
3
+$449K
4
AAPL icon
Apple
AAPL
+$368K
5
EOG icon
EOG Resources
EOG
+$362K

Sector Composition

1 Technology 24.76%
2 Financials 17.76%
3 Healthcare 12.95%
4 Communication Services 10.13%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.19K ﹤0.01%
368
+292
427
$7.16K ﹤0.01%
128
+1
428
$7.07K ﹤0.01%
604
429
$7.03K ﹤0.01%
1,635
+44
430
$7.01K ﹤0.01%
250
431
$6.96K ﹤0.01%
65
432
$6.94K ﹤0.01%
+215
433
$6.89K ﹤0.01%
60
434
$6.74K ﹤0.01%
300
435
$6.71K ﹤0.01%
504
436
$6.7K ﹤0.01%
95
437
$6.65K ﹤0.01%
200
438
$6.64K ﹤0.01%
200
-100
439
$6.62K ﹤0.01%
50
440
$6.47K ﹤0.01%
95
441
$6.45K ﹤0.01%
+190
442
$6.34K ﹤0.01%
300
443
$6.27K ﹤0.01%
+32
444
$6.23K ﹤0.01%
69
+7
445
$6.18K ﹤0.01%
1,066
446
$6.13K ﹤0.01%
327
447
$6.13K ﹤0.01%
37
448
$6.12K ﹤0.01%
15
449
$6.06K ﹤0.01%
300
+150
450
$5.9K ﹤0.01%
55
+15
16 17
18
19 20