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
$400M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.05M
3 +$824K
4
MMM icon
3M
MMM
+$701K
5
LHX icon
L3Harris
LHX
+$263K

Top Sells

1 +$2.12M
2 +$1.1M
3 +$666K
4
CVS icon
CVS Health
CVS
+$569K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Sector Composition

1 Technology 26.34%
2 Financials 19.03%
3 Healthcare 11.65%
4 Consumer Discretionary 8.91%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-10,000
652
-300