MRCM
M&R Capital Management Portfolio holdings
AUM
$454M
This Quarter Return
-0.14%
1 Year Return
+40.11%
3 Year Return
+52.56%
5 Year Return
+141.05%
10 Year Return
+275.42%
AUM
$423M
AUM Growth
+$423M
(+0%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
30.04%
Holding
216
New
8
Increased
30
Reduced
107
Closed
6
Top Buys
| 1 |
Citizens Financial Group
CFG
|
$8.74M |
| 2 |
United Rentals
URI
|
$4.83M |
| 3 |
Baidu
BIDU
|
$354K |
| 4 |
Apple
AAPL
|
$314K |
| 5 |
iShares Biotechnology ETF
IBB
|
$277K |
Top Sells
| 1 |
NOV
NOV
|
$1.46M |
| 2 |
Bausch Health
BHC
|
$977K |
| 3 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$747K |
| 4 |
Verizon
VZ
|
$400K |
| 5 |
BP
BP
|
$321K |
Sector Composition
| 1 | Healthcare | 18.25% |
| 2 | Financials | 18.06% |
| 3 | Industrials | 13.33% |
| 4 | Communication Services | 9.44% |
| 5 | Energy | 7.67% |
