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
$342M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.3M
3
+$4.19M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.46M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$8.41M
2
+$4.18M
3
+$4.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
AIG icon
American International
AIG
+$1.59M

Sector Composition

1 Financials 20.52%
2 Healthcare 13.83%
3 Communication Services 13.49%
4 Consumer Staples 10.74%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.07%
+7,622
152
$241K 0.07%
7,382
153
$241K 0.07%
3,800
154
$239K 0.07%
+3,064
155
$233K 0.07%
11,619
+455
156
$228K 0.07%
+3,000
157
$223K 0.07%
+1,911
158
$220K 0.06%
5,100
-400
159
$219K 0.06%
+13,265
160
$218K 0.06%
3,660
161
$216K 0.06%
+1
162
$214K 0.06%
6,265
163
$214K 0.06%
2,950
164
$213K 0.06%
7,442
-1,131
165
$212K 0.06%
+2,769
166
$211K 0.06%
4,685
-100
167
$211K 0.06%
+2,691
168
$204K 0.06%
2,325
+100
169
$203K 0.06%
+3,060
170
$202K 0.06%
+3,774
171
$193K 0.06%
+4,265
172
$189K 0.06%
1,150
173
$186K 0.05%
6,404
-935
174
$182K 0.05%
+3,287
175
$178K 0.05%
+3,400
5 6
7
8 9