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
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$5.56M
3 +$5.26M
4
FCB
FCB Financial Holdings, Inc.
FCB
+$1.4M
5
DD icon
DuPont de Nemours
DD
+$518K

Top Sells

1 +$2.4M
2 +$1.26M
3 +$685K
4
SHPG
Shire pic
SHPG
+$520K
5
DHC
Diversified Healthcare Trust
DHC
+$483K

Sector Composition

1 Financials 21.93%
2 Technology 11.55%
3 Communication Services 11.05%
4 Healthcare 8.99%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$8K ﹤0.01%
300
452
$7K ﹤0.01%
200
453
$7K ﹤0.01%
+200
454
$7K ﹤0.01%
100
455
$7K ﹤0.01%
5,000
456
$7K ﹤0.01%
135
457
$6K ﹤0.01%
60
458
$6K ﹤0.01%
237
459
$6K ﹤0.01%
1,091
460
$6K ﹤0.01%
300
461
$6K ﹤0.01%
280
462
$6K ﹤0.01%
368
463
$6K ﹤0.01%
119
464
$6K ﹤0.01%
120
+15
465
$6K ﹤0.01%
274
+42
466
$5K ﹤0.01%
107
467
$5K ﹤0.01%
500
468
$5K ﹤0.01%
1,011
+20
469
$5K ﹤0.01%
259
470
$5K ﹤0.01%
200
471
$5K ﹤0.01%
56
472
$5K ﹤0.01%
130
473
$5K ﹤0.01%
50
474
$5K ﹤0.01%
1,500
475
$5K ﹤0.01%
182