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
551
$1.67K ﹤0.01%
43
-1
552
$1.67K ﹤0.01%
10
553
$1.6K ﹤0.01%
124
554
$1.57K ﹤0.01%
62
555
$1.57K ﹤0.01%
37
556
$1.56K ﹤0.01%
15
557
$1.53K ﹤0.01%
+51
558
$1.49K ﹤0.01%
14
559
$1.49K ﹤0.01%
35
560
$1.47K ﹤0.01%
60
561
$1.46K ﹤0.01%
15
562
$1.44K ﹤0.01%
22
563
$1.43K ﹤0.01%
11
564
$1.43K ﹤0.01%
27
565
$1.42K ﹤0.01%
17
566
$1.39K ﹤0.01%
80
567
$1.37K ﹤0.01%
80
568
$1.34K ﹤0.01%
12
569
$1.33K ﹤0.01%
12
570
$1.33K ﹤0.01%
23
571
$1.31K ﹤0.01%
13
572
$1.29K ﹤0.01%
8
573
$1.29K ﹤0.01%
36
+1
574
$1.27K ﹤0.01%
36
575
$1.24K ﹤0.01%
26
21 22
23
24 25