We are live on ! Find out more
MRCM

M&R Capital Management Portfolio holdings

AUM $454M
1-Year Est. Return 40.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.24M
3
+$2.22M
4
DAL icon
Delta Air Lines
DAL
+$717K
5
SYF icon
Synchrony
SYF
+$508K

Top Sells

1
+$6.47M
2
+$2.74M
3
+$722K
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$519K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$507K

Sector Composition

1 Financials 21.76%
2 Technology 11.83%
3 Communication Services 11.17%
4 Healthcare 8.79%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
29
477
$4K ﹤0.01%
100
-817
478
$4K ﹤0.01%
100
479
$4K ﹤0.01%
200
480
$4K ﹤0.01%
104
481
$4K ﹤0.01%
100
482
$4K ﹤0.01%
1,000
483
$4K ﹤0.01%
70
484
$3K ﹤0.01%
+8
485
$3K ﹤0.01%
80
486
$3K ﹤0.01%
100
487
$3K ﹤0.01%
150
488
$3K ﹤0.01%
200
-2,500
489
$2K ﹤0.01%
48
-6
490
$2K ﹤0.01%
+27
491
$2K ﹤0.01%
100
492
$2K ﹤0.01%
68
493
$2K ﹤0.01%
25
494
$2K ﹤0.01%
1,000
495
$2K ﹤0.01%
50
496
$2K ﹤0.01%
93
497
$2K ﹤0.01%
25
498
$2K ﹤0.01%
143
499
$2K ﹤0.01%
333
500
$2K ﹤0.01%
+85
18 19
20
21 22