MRCM
M&R Capital Management Portfolio holdings
AUM
$454M
1-Year Return
40.11%
This Quarter Return
+7.72%
1 Year Return
+40.11%
3 Year Return
+52.56%
5 Year Return
+141.05%
10 Year Return
+275.42%
AUM
$454M
AUM Growth
+$34.6M
(+8.3%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
46.18%
Holding
594
New
46
Increased
187
Reduced
104
Closed
13
Top Buys
| 1 |
Vistra
VST
|
$13.8M |
| 2 |
Honeywell
HON
|
$3.71M |
| 3 |
FedEx
FDX
|
$2.01M |
| 4 |
Chipotle Mexican Grill
CMG
|
$425K |
| 5 |
Microsoft
MSFT
|
$319K |
Top Sells
Sector Composition
| 1 | Technology | 26.56% |
| 2 | Financials | 20.21% |
| 3 | Healthcare | 9.88% |
| 4 | Consumer Discretionary | 9.19% |
| 5 | Industrials | 8.29% |
