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
$442M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.36M
3 +$1.88M
4
ACN icon
Accenture
ACN
+$494K
5
PM icon
Philip Morris
PM
+$433K

Top Sells

1 +$1.8M
2 +$398K
3 +$317K
4
INTC icon
Intel
INTC
+$284K
5
STT icon
State Street
STT
+$228K

Sector Composition

1 Financials 21.22%
2 Technology 12.46%
3 Communication Services 12.34%
4 Consumer Staples 9.74%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
1
527
$0 ﹤0.01%
4