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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1
+$4.94M
2
+$2.9M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.13K ﹤0.01%
500
427
$7.05K ﹤0.01%
375
428
$7.03K ﹤0.01%
407
+80
429
$7.02K ﹤0.01%
185
+151
430
$6.96K ﹤0.01%
50
431
$6.96K ﹤0.01%
20,160
432
$6.91K ﹤0.01%
187
433
$6.83K ﹤0.01%
505
+1
434
$6.7K ﹤0.01%
91
435
$6.69K ﹤0.01%
+71
436
$6.64K ﹤0.01%
617
437
$6.63K ﹤0.01%
37
438
$6.56K ﹤0.01%
116
-5
439
$6.55K ﹤0.01%
677
440
$6.47K ﹤0.01%
580
-350
441
$6.41K ﹤0.01%
250
442
$6.33K ﹤0.01%
1,688
+53
443
$6.28K ﹤0.01%
300
444
$6.26K ﹤0.01%
288
+208
445
$6.23K ﹤0.01%
604
446
$6.06K ﹤0.01%
+212
447
$6.06K ﹤0.01%
100
448
$6.02K ﹤0.01%
400
-4
449
$5.98K ﹤0.01%
39
+1
450
$5.98K ﹤0.01%
221
16 17
18
19 20