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
$401M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$2.48M
3 +$771K
4
NVDA icon
NVIDIA
NVDA
+$638K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$426K

Top Sells

1 +$9.8M
2 +$8.66M
3 +$8.22M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.5M
5
AMZN icon
Amazon
AMZN
+$4.06M

Sector Composition

1 Financials 20.42%
2 Technology 18.49%
3 Communication Services 14.89%
4 Healthcare 10.62%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-227
452
-800
453
-906
454
-2,115
455
-1,000
456
$0 ﹤0.01%
3