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
$383M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$655K
3
+$410K
4
SNV icon
Synovus
SNV
+$222K
5
AMZN icon
Amazon
AMZN
+$161K

Top Sells

1
+$2.73M
2
+$1.6M
3
+$1.51M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$996K
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$772K

Sector Composition

1 Financials 21.24%
2 Communication Services 11.63%
3 Technology 11.47%
4 Healthcare 10.85%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
100
477
$3K ﹤0.01%
200
478
$2K ﹤0.01%
50
479
$2K ﹤0.01%
88
-5
480
$2K ﹤0.01%
80
481
$2K ﹤0.01%
100
482
$2K ﹤0.01%
25
483
$2K ﹤0.01%
143
484
$2K ﹤0.01%
27
485
$2K ﹤0.01%
100
486
$2K ﹤0.01%
100
487
$2K ﹤0.01%
5,000
488
$2K ﹤0.01%
68
489
$2K ﹤0.01%
100
490
$2K ﹤0.01%
1,500
491
$1K ﹤0.01%
43
+3
492
$1K ﹤0.01%
80
-200
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$1K ﹤0.01%
80
-200
494
$1K ﹤0.01%
86
495
$1K ﹤0.01%
25
496
$1K ﹤0.01%
30
497
$1K ﹤0.01%
17
498
$1K ﹤0.01%
50
499
– –
-1
500
$0 ﹤0.01%
7
18 19
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