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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.5M
3
+$10.3M
4
NWSA icon
News Corp Class A
NWSA
+$10.3M
5
DTV
DIRECTV COM STK (DE)
DTV
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.28%
2 Financials 12.12%
3 Technology 11.92%
4 Industrials 11.49%
5 Communication Services 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.13%
+213,671
27
$3.87M 1.11%
+125,380
28
$3.73M 1.07%
+57,212
29
$3.55M 1.02%
+118,575
30
$3.41M 0.98%
+128,262
31
$3.11M 0.9%
+54,301
32
$3.1M 0.89%
+40,257
33
$2.83M 0.81%
+111,711
34
$2.78M 0.8%
+25,007
35
$2.77M 0.8%
+53,364
36
$2.7M 0.78%
+22,852
37
$2.39M 0.69%
+63,559
38
$2.16M 0.62%
+62,556
39
$2.15M 0.62%
+53,352
40
$2.04M 0.59%
+28,436
41
$2.01M 0.58%
+48,749
42
$1.87M 0.54%
+21,576
43
$1.79M 0.52%
+46,960
44
$1.68M 0.48%
+30,040
45
$1.66M 0.48%
+37,504
46
$1.6M 0.46%
+28,011
47
$1.49M 0.43%
+29,628
48
$1.47M 0.42%
+72,108
49
$1.37M 0.4%
+30,704
50
$1.34M 0.39%
+11,225
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