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
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$655K
3
+$410K
4
SNV icon
Synovus
SNV
+$222K
5
AMZN icon
Amazon
AMZN
+$161K

Top Sells

1
+$2.73M
2
+$1.6M
3
+$1.51M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$996K
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$772K

Sector Composition

1 Financials 21.24%
2 Communication Services 11.63%
3 Technology 11.47%
4 Healthcare 10.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
182
452
$4K ﹤0.01%
104
453
$4K ﹤0.01%
43
454
$4K ﹤0.01%
+100
455
$4K ﹤0.01%
15
456
$4K ﹤0.01%
96
457
$4K ﹤0.01%
434
458
$4K ﹤0.01%
1,080
+27
459
$4K ﹤0.01%
368
460
$4K ﹤0.01%
256
461
$4K ﹤0.01%
200
462
$4K ﹤0.01%
130
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
200
465
$3K ﹤0.01%
8
466
$3K ﹤0.01%
37
467
$3K ﹤0.01%
75
468
$3K ﹤0.01%
333
469
$3K ﹤0.01%
333
470
$3K ﹤0.01%
150
471
$3K ﹤0.01%
111
-241
472
$3K ﹤0.01%
29
473
$3K ﹤0.01%
151
-202
474
$3K ﹤0.01%
1,000
475
$3K ﹤0.01%
70
17 18
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