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
526
$2.21K ﹤0.01%
+77
527
$2.16K ﹤0.01%
22
528
$2.11K ﹤0.01%
145
529
$2.1K ﹤0.01%
+15
530
$2.08K ﹤0.01%
210
531
$2.06K ﹤0.01%
24
532
$2.06K ﹤0.01%
80
533
$2.04K ﹤0.01%
+47
534
$2.03K ﹤0.01%
30
535
$2.03K ﹤0.01%
45
536
$2.02K ﹤0.01%
61
537
$1.99K ﹤0.01%
10
538
$1.97K ﹤0.01%
33
539
$1.96K ﹤0.01%
19
540
$1.88K ﹤0.01%
59
541
$1.88K ﹤0.01%
90
542
$1.85K ﹤0.01%
38
543
$1.84K ﹤0.01%
15
544
$1.82K ﹤0.01%
30
545
$1.78K ﹤0.01%
8
546
$1.75K ﹤0.01%
30
547
$1.73K ﹤0.01%
5
548
$1.69K ﹤0.01%
46
549
$1.68K ﹤0.01%
33
550
$1.67K ﹤0.01%
50
20 21
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