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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+333
477
$3K ﹤0.01%
+280
478
$3K ﹤0.01%
+150
479
$3K ﹤0.01%
+150
480
$3K ﹤0.01%
+90
481
$3K ﹤0.01%
+300
482
$3K ﹤0.01%
+100
483
$3K ﹤0.01%
+60
484
$3K ﹤0.01%
+1,000
485
$3K ﹤0.01%
+450
486
$2K ﹤0.01%
+8
487
$2K ﹤0.01%
+104
488
$2K ﹤0.01%
+37
489
$2K ﹤0.01%
+58
490
$2K ﹤0.01%
+100
491
$2K ﹤0.01%
+96
492
$2K ﹤0.01%
+60
493
$2K ﹤0.01%
+48
494
$2K ﹤0.01%
+143
495
$2K ﹤0.01%
+95
496
$2K ﹤0.01%
+200
497
$2K ﹤0.01%
+75
498
$2K ﹤0.01%
+60
499
$2K ﹤0.01%
+25
500
$2K ﹤0.01%
+100
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