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
$423M
AUM Growth
+$15K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$4.83M
3
+$354K
4
AAPL icon
Apple
AAPL
+$314K
5
IBB icon
iShares Biotechnology ETF
IBB
+$277K

Top Sells

1
+$1.46M
2
+$977K
3
+$747K
4
VZ icon
Verizon
VZ
+$400K
5
BP icon
BP
BP
+$393K

Sector Composition

1 Healthcare 18.25%
2 Financials 18.06%
3 Industrials 13.33%
4 Communication Services 9.44%
5 Energy 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.48%
53,316
-49
52
$1.95M 0.46%
35,853
+109
53
$1.95M 0.46%
29,251
-497
54
$1.93M 0.46%
20,052
-554
55
$1.75M 0.41%
37,699
-4,399
56
$1.74M 0.41%
25,944
-1,770
57
$1.57M 0.37%
16,440
+850
58
$1.55M 0.37%
35,490
-500
59
$1.54M 0.36%
12,495
+2,250
60
$1.51M 0.36%
25,875
61
$1.45M 0.34%
25,943
62
$1.35M 0.32%
33,456
63
$1.31M 0.31%
19,655
-175
64
$1.31M 0.31%
11,450
-600
65
$1.26M 0.3%
33,151
-1,104
66
$1.25M 0.3%
25,524
-300
67
$1.25M 0.3%
31,934
-255
68
$1.22M 0.29%
38,050
-125
69
$1.15M 0.27%
37,355
+5,155
70
$1.12M 0.27%
32,680
+3,740
71
$1.1M 0.26%
43,300
-200
72
$1.09M 0.26%
7,887
-52
73
$1.08M 0.25%
15,428
-36
74
$1.03M 0.24%
19,955
75
$1.02M 0.24%
17,815
+115
1 2
3
4 5