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
526
$2.22K ﹤0.01%
12
527
$2.2K ﹤0.01%
12
528
$2.2K ﹤0.01%
60
529
$2.18K ﹤0.01%
30
530
$2.11K ﹤0.01%
24
531
$2.1K ﹤0.01%
40
+6
532
$2.1K ﹤0.01%
22
533
$2.08K ﹤0.01%
125
534
$2.08K ﹤0.01%
30
535
$2.07K ﹤0.01%
145
+9
536
$2.06K ﹤0.01%
33
537
$1.99K ﹤0.01%
8
538
$1.97K ﹤0.01%
124
539
$1.97K ﹤0.01%
54
540
$1.96K ﹤0.01%
35
541
$1.95K ﹤0.01%
10
542
$1.92K ﹤0.01%
27
543
$1.91K ﹤0.01%
90
544
$1.9K ﹤0.01%
44
545
$1.87K ﹤0.01%
61
546
$1.86K ﹤0.01%
30
547
$1.85K ﹤0.01%
46
548
$1.83K ﹤0.01%
38
549
$1.82K ﹤0.01%
19
550
$1.81K ﹤0.01%
15
20 21
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23 24