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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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$5.54M
3 +$5.52M
4
IBM icon
IBM
IBM
+$4.63M
5
XOM icon
Exxon Mobil
XOM
+$4.07M

Top Sells

1 +$8.16M
2 +$4.33M
3 +$4.18M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.14M
5
BHC icon
Bausch Health
BHC
+$1.93M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.5%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
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$0 ﹤0.01%
+16
553
$0 ﹤0.01%
+60
554
$0 ﹤0.01%
+46
555
$0 ﹤0.01%
+1
556
$0 ﹤0.01%
+23
557
$0 ﹤0.01%
+50
558
$0 ﹤0.01%
+40
559
$0 ﹤0.01%
+12
560
$0 ﹤0.01%
+140