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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
$398M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$4.49M
3
+$1.66M
4
LYG icon
Lloyds Banking Group
LYG
+$755K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$550K

Top Sells

1
+$7.1M
2
+$3.33M
3
+$2.04M
4
CMCSA icon
Comcast
CMCSA
+$806K
5
SE
Spectra Energy Corp Wi
SE
+$594K

Sector Composition

1 Financials 20.3%
2 Healthcare 12.24%
3 Communication Services 11.79%
4 Technology 11.01%
5 Industrials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
261
527
$2K ﹤0.01%
25
528
$2K ﹤0.01%
1,000
529
– –
0
530
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100
531
$2K ﹤0.01%
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532
$2K ﹤0.01%
143
533
$1K ﹤0.01%
15
534
$1K ﹤0.01%
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$1K ﹤0.01%
126
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$1K ﹤0.01%
64
537
$1K ﹤0.01%
100
-1
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$1K ﹤0.01%
25
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$1K ﹤0.01%
60
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541
$1K ﹤0.01%
40
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$1K ﹤0.01%
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-275
543
$1K ﹤0.01%
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– –
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$0 ﹤0.01%
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-16
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– –
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$0 ﹤0.01%
12
550
– –
-1
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