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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1
+$4.94M
2
+$2.9M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.94K ﹤0.01%
86
+30
452
$5.93K ﹤0.01%
200
453
$5.83K ﹤0.01%
300
454
$5.71K ﹤0.01%
15
455
$5.71K ﹤0.01%
128
456
$5.68K ﹤0.01%
31
457
$5.58K ﹤0.01%
55
458
$5.52K ﹤0.01%
95
459
$5.47K ﹤0.01%
1,066
460
$5.45K ﹤0.01%
100
461
$5.41K ﹤0.01%
93
462
$5.37K ﹤0.01%
170
463
$5.35K ﹤0.01%
23
+14
464
$5.33K ﹤0.01%
106
465
$5.29K ﹤0.01%
50
466
$5.1K ﹤0.01%
300
467
$4.98K ﹤0.01%
140
468
$4.93K ﹤0.01%
136
469
$4.9K ﹤0.01%
134
470
$4.84K ﹤0.01%
180
+2
471
$4.76K ﹤0.01%
50
+3
472
$4.75K ﹤0.01%
1,200
+500
473
$4.75K ﹤0.01%
142
+1
474
$4.62K ﹤0.01%
88
475
$4.55K ﹤0.01%
50
17 18
19
20 21