MRCM
M&R Capital Management Portfolio holdings
AUM
$454M
1-Year Return
40.11%
This Quarter Return
-0.36%
1 Year Return
+40.11%
3 Year Return
+52.56%
5 Year Return
+141.05%
10 Year Return
+275.42%
AUM
$347M
AUM Growth
–
Cap. Flow
+$347M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.71%
Holding
191
New
191
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Comcast
CMCSA
|
$13.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$11.5M |
| 3 |
Visa
V
|
$10.3M |
| 4 |
News Corp Class A
NWSA
|
$10.3M |
| 5 |
DTV
DIRECTV COM STK (DE)
DTV
|
$10.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.28% |
| 2 | Financials | 12.12% |
| 3 | Technology | 11.92% |
| 4 | Industrials | 11.49% |
| 5 | Communication Services | 11.45% |
