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
576
$1.36K ﹤0.01%
12
577
$1.34K ﹤0.01%
34
-200
578
$1.34K ﹤0.01%
80
579
$1.28K ﹤0.01%
25
580
$1.28K ﹤0.01%
22
581
$1.25K ﹤0.01%
37
582
$1.23K ﹤0.01%
13
583
$1.22K ﹤0.01%
28
584
$1.17K ﹤0.01%
33
585
$1.16K ﹤0.01%
22
586
$1.15K ﹤0.01%
32
587
$1.14K ﹤0.01%
35
588
$1.11K ﹤0.01%
112
589
$1.02K ﹤0.01%
20
590
$880 ﹤0.01%
25
591
$762 ﹤0.01%
300
592
$738 ﹤0.01%
29
593
$707 ﹤0.01%
63
594
$702 ﹤0.01%
15
595
$678 ﹤0.01%
68
596
$643 ﹤0.01%
9
-15
597
$618 ﹤0.01%
5
598
$548 ﹤0.01%
15
599
$482 ﹤0.01%
41
600
$458 ﹤0.01%
46
22 23
24
25 26