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
$437M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$2.41M
3
+$1.42M
4
PAGS icon
PagSeguro Digital
PAGS
+$668K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539K

Top Sells

1
+$1.05M
2
+$908K
3
+$486K
4
CFG icon
Citizens Financial Group
CFG
+$414K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$369K

Sector Composition

1 Financials 20.3%
2 Technology 18.78%
3 Communication Services 15.47%
4 Healthcare 10.28%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.38%
47,352
-10,667
52
$1.63M 0.37%
45,381
+9,082
53
$1.62M 0.37%
14,367
+206
54
$1.56M 0.36%
21,311
+100
55
$1.47M 0.34%
27,154
+1,934
56
$1.43M 0.33%
36,467
+1,644
57
$1.4M 0.32%
33,865
+1,372
58
$1.35M 0.31%
67,240
59
$1.33M 0.31%
26,492
+2
60
$1.27M 0.29%
24,100
-1,150
61
$1.24M 0.28%
16,780
-150
62
$1.19M 0.27%
3,261
+215
63
$1.17M 0.27%
4,770
+975
64
$1.11M 0.25%
55,600
-7,000
65
$1.07M 0.25%
4,389
-80
66
$963K 0.22%
3,986
-900
67
$951K 0.22%
4,336
+501
68
$880K 0.2%
9,060
-330
69
$828K 0.19%
7,850
70
$825K 0.19%
6,650
-50
71
$807K 0.18%
6,827
72
$800K 0.18%
7,850
-110
73
$793K 0.18%
15,494
-400
74
$768K 0.18%
13,491
-250
75
$753K 0.17%
3,090
-85
1 2
3
4 5