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
$439M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.27M
3
+$3.02M
4
DOW icon
Dow Inc
DOW
+$2.1M
5
SNV icon
Synovus
SNV
+$1.61M

Top Sells

1
+$12.4M
2
+$3.9M
3
+$1.26M
4
AGN
Allergan plc
AGN
+$1.11M
5
BP icon
BP
BP
+$718K

Sector Composition

1 Financials 21.5%
2 Technology 12.69%
3 Communication Services 12.37%
4 Industrials 9.35%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.51%
25,875
52
$2.19M 0.5%
45,817
-296
53
$2.1M 0.48%
+38,101
54
$2.04M 0.46%
25,958
+1
55
$2.01M 0.46%
12,723
+3,200
56
$1.88M 0.43%
9,244
-14
57
$1.88M 0.43%
51,455
+44,305
58
$1.86M 0.42%
43,650
-16,854
59
$1.7M 0.39%
6,992
+67
60
$1.63M 0.37%
12,260
61
$1.61M 0.37%
53,127
+4,333
62
$1.55M 0.35%
19,464
-100
63
$1.55M 0.35%
6,659
64
$1.51M 0.34%
23,384
-9,554
65
$1.49M 0.34%
30,920
+1,300
66
$1.48M 0.34%
14,231
+600
67
$1.46M 0.33%
7,519
68
$1.44M 0.33%
18,797
-142
69
$1.43M 0.33%
8,324
+1,114
70
$1.37M 0.31%
12,818
-1,855
71
$1.36M 0.31%
30,700
72
$1.35M 0.31%
28,196
+200
73
$1.35M 0.31%
12,912
+1,160
74
$1.3M 0.3%
24,739
+175
75
$1.23M 0.28%
19,465
+1
1 2
3
4 5