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
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$475K
3
+$460K
4
TJX icon
TJX Companies
TJX
+$442K
5
CRM icon
Salesforce
CRM
+$421K

Top Sells

1
+$2.2M
2
+$993K
3
+$449K
4
AAPL icon
Apple
AAPL
+$368K
5
EOG icon
EOG Resources
EOG
+$362K

Sector Composition

1 Technology 24.76%
2 Financials 17.76%
3 Healthcare 12.95%
4 Communication Services 10.13%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.25K ﹤0.01%
79
+5
477
$4.24K ﹤0.01%
24
478
$4.16K ﹤0.01%
105
479
$4.16K ﹤0.01%
234
480
$4.15K ﹤0.01%
333
481
$4.13K ﹤0.01%
55
482
$4.11K ﹤0.01%
152
+63
483
$4K ﹤0.01%
148
+14
484
$3.84K ﹤0.01%
99
+11
485
$3.77K ﹤0.01%
141
+1
486
$3.72K ﹤0.01%
100
487
$3.71K ﹤0.01%
49
488
$3.54K ﹤0.01%
100
489
$3.43K ﹤0.01%
118
+1
490
$3.38K ﹤0.01%
+134
491
$3.35K ﹤0.01%
+101
492
$3.31K ﹤0.01%
40
493
$3.3K ﹤0.01%
69
494
$3.24K ﹤0.01%
4
495
$3.18K ﹤0.01%
700
496
$3.08K ﹤0.01%
55
+1
497
$3.06K ﹤0.01%
62
498
$3.01K ﹤0.01%
200
499
$2.92K ﹤0.01%
210
500
$2.89K ﹤0.01%
42
18 19
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