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
$370M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Sells

1 +$3.46M
2 +$2.7M
3 +$784K
4
AGN
Allergan plc
AGN
+$668K
5
SHPG
Shire pic
SHPG
+$634K

Sector Composition

1 Financials 23.09%
2 Healthcare 12.48%
3 Communication Services 11.48%
4 Industrials 10.97%
5 Technology 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
+250
477
$6K ﹤0.01%
50
478
$5K ﹤0.01%
+182
479
$5K ﹤0.01%
+93
480
$5K ﹤0.01%
107
481
$5K ﹤0.01%
150
482
$5K ﹤0.01%
119
483
$5K ﹤0.01%
95
484
$5K ﹤0.01%
+94
485
$5K ﹤0.01%
112
-87
486
$5K ﹤0.01%
184
487
$5K ﹤0.01%
100
488
$4K ﹤0.01%
+908
489
$4K ﹤0.01%
280
490
$4K ﹤0.01%
94
491
$4K ﹤0.01%
425
+125
492
$4K ﹤0.01%
1,000
493
$4K ﹤0.01%
60
494
$4K ﹤0.01%
130
495
$3K ﹤0.01%
104
496
$3K ﹤0.01%
196
-887
497
$3K ﹤0.01%
96
498
$3K ﹤0.01%
333
499
$3K ﹤0.01%
48
500
$3K ﹤0.01%
150