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
$400M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.05M
3
+$824K
4
MMM icon
3M
MMM
+$701K
5
LHX icon
L3Harris
LHX
+$263K

Top Sells

1
+$2.12M
2
+$1.1M
3
+$666K
4
CVS icon
CVS Health
CVS
+$569K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Sector Composition

1 Technology 26.34%
2 Financials 19.03%
3 Healthcare 11.65%
4 Consumer Discretionary 8.91%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.96K ﹤0.01%
800
452
$6.85K ﹤0.01%
85
-8
453
$6.8K ﹤0.01%
50
454
$6.8K ﹤0.01%
51
-170
455
$6.78K ﹤0.01%
100
456
$6.73K ﹤0.01%
116
457
$6.49K ﹤0.01%
300
458
$6.4K ﹤0.01%
39
459
$6.37K ﹤0.01%
+12
460
$6.28K ﹤0.01%
1,745
+57
461
$6.2K ﹤0.01%
172
+136
462
$6.19K ﹤0.01%
34
-49
463
$6.17K ﹤0.01%
122
+60
464
$6.16K ﹤0.01%
100
465
$6.13K ﹤0.01%
+164
466
$6.07K ﹤0.01%
15
467
$5.96K ﹤0.01%
93
468
$5.9K ﹤0.01%
+42
469
$5.85K ﹤0.01%
100
-5,350
470
$5.76K ﹤0.01%
134
471
$5.72K ﹤0.01%
50
472
$5.69K ﹤0.01%
200
473
$5.66K ﹤0.01%
170
474
$5.66K ﹤0.01%
95
475
$5.57K ﹤0.01%
106
17 18
19
20 21