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
$431M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$921K
3
+$434K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$282K
5
C icon
Citigroup
C
+$278K

Top Sells

1
+$4.74M
2
+$3.52M
3
+$845K
4
LYG icon
Lloyds Banking Group
LYG
+$638K
5
AGN
Allergan plc
AGN
+$567K

Sector Composition

1 Financials 20.58%
2 Communication Services 11.28%
3 Technology 10.18%
4 Industrials 9.89%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
+102
452
$9K ﹤0.01%
677
453
$9K ﹤0.01%
563
-618
454
$9K ﹤0.01%
100
-94
455
$9K ﹤0.01%
300
456
$8K ﹤0.01%
250
457
$8K ﹤0.01%
200
458
$8K ﹤0.01%
878
459
$8K ﹤0.01%
135
460
$8K ﹤0.01%
300
461
$7K ﹤0.01%
210
462
$7K ﹤0.01%
60
463
$7K ﹤0.01%
237
464
$7K ﹤0.01%
300
465
$7K ﹤0.01%
368
466
$7K ﹤0.01%
100
467
$7K ﹤0.01%
1,500
468
$6K ﹤0.01%
500
469
$6K ﹤0.01%
1,091
-8
470
$6K ﹤0.01%
333
471
$6K ﹤0.01%
119
472
$6K ﹤0.01%
1,000
473
$6K ﹤0.01%
259
474
$6K ﹤0.01%
5,000
475
$6K ﹤0.01%
200
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