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
$365M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.39M
3
+$1.38M
4
MCD icon
McDonald's
MCD
+$1.01M
5
SLB icon
SLB Ltd
SLB
+$760K

Top Sells

1
+$4.94M
2
+$2.9M
3
+$1.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.39M
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Technology 24.08%
2 Financials 18.92%
3 Healthcare 12.86%
4 Communication Services 8.74%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.42K ﹤0.01%
1,000
477
$4.42K ﹤0.01%
16
478
$4.34K ﹤0.01%
234
479
$4.34K ﹤0.01%
300
+100
480
$4.24K ﹤0.01%
200
481
$4.2K ﹤0.01%
190
-530
482
$4.18K ﹤0.01%
130
+29
483
$4.15K ﹤0.01%
+516
484
$4.14K ﹤0.01%
105
485
$4.11K ﹤0.01%
80
+1
486
$4.08K ﹤0.01%
40
487
$4K ﹤0.01%
10,000
488
$4K ﹤0.01%
100
489
$3.91K ﹤0.01%
24
490
$3.84K ﹤0.01%
333
491
$3.83K ﹤0.01%
158
+24
492
$3.71K ﹤0.01%
100
+1
493
$3.5K ﹤0.01%
143
+2
494
$3.49K ﹤0.01%
100
495
$3.47K ﹤0.01%
4
496
$3.42K ﹤0.01%
+100
497
$3.35K ﹤0.01%
122
+4
498
$3.33K ﹤0.01%
100
499
$3.21K ﹤0.01%
200
+100
500
$3.14K ﹤0.01%
40
18 19
20
21 22