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
$400M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.05M
3
+$824K
4
MMM icon
3M
MMM
+$701K
5
LHX icon
L3Harris
LHX
+$263K

Top Sells

1
+$2.12M
2
+$1.1M
3
+$666K
4
CVS icon
CVS Health
CVS
+$569K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Sector Composition

1 Technology 26.34%
2 Financials 19.03%
3 Healthcare 11.65%
4 Consumer Discretionary 8.91%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.91K ﹤0.01%
501
427
$7.88K ﹤0.01%
127
-1
428
$7.86K ﹤0.01%
+215
429
$7.8K ﹤0.01%
250
-50
430
$7.71K ﹤0.01%
259
431
$7.67K ﹤0.01%
31
432
$7.66K ﹤0.01%
300
433
$7.64K ﹤0.01%
330
434
$7.64K ﹤0.01%
870
435
$7.61K ﹤0.01%
37
436
$7.57K ﹤0.01%
400
437
$7.47K ﹤0.01%
71
438
$7.45K ﹤0.01%
677
439
$7.44K ﹤0.01%
185
440
$7.43K ﹤0.01%
+115
441
$7.43K ﹤0.01%
+1,794
442
$7.4K ﹤0.01%
212
443
$7.36K ﹤0.01%
93
+2
444
$7.36K ﹤0.01%
250
445
$7.28K ﹤0.01%
375
446
$7.23K ﹤0.01%
142
447
$7.2K ﹤0.01%
+32
448
$7.14K ﹤0.01%
604
449
$7.06K ﹤0.01%
505
+5
450
$7.05K ﹤0.01%
+215
16 17
18
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