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
126
$322K 0.07%
8,820
127
$321K 0.07%
2,024
+132
128
$319K 0.07%
20,000
-2,000
129
$315K 0.07%
6,765
-100
130
$315K 0.07%
2,947
+2,500
131
$302K 0.07%
4,225
-600
132
$296K 0.07%
6,306
133
$278K 0.06%
1,750
134
$268K 0.06%
3,985
+3,035
135
$262K 0.06%
3,063
-212
136
$258K 0.06%
2,613
137
$255K 0.06%
8,210
138
$254K 0.06%
880
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139
$246K 0.06%
9,468
140
$243K 0.06%
1,270
141
$241K 0.06%
1,630
142
$235K 0.05%
550
-5
143
$231K 0.05%
2,713
144
$230K 0.05%
1,700
145
$229K 0.05%
4,825
-2,500
146
$221K 0.05%
3,092
147
$217K 0.05%
1,000
+500
148
$212K 0.05%
6,415
149
$206K 0.05%
+2,042
150
$203K 0.05%
1,550
+46
4 5
6
7 8