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
176
$176K 0.05%
+7,230
177
$169K 0.05%
+9,207
178
$164K 0.05%
+2,178
179
$164K 0.05%
+5,523
180
$162K 0.05%
+3,211
181
$158K 0.05%
+2,500
182
$157K 0.05%
+11,846
183
$156K 0.05%
+3,714
184
$155K 0.05%
+5,230
185
$154K 0.05%
10,915
-400
186
$154K 0.05%
+3,800
187
$153K 0.04%
+1,200
188
$149K 0.04%
+1,135
189
$149K 0.04%
+550
190
$146K 0.04%
+1,795
191
$139K 0.04%
+9,000
192
$137K 0.04%
+7,171
193
$135K 0.04%
+7,500
194
$134K 0.04%
+12,000
195
$129K 0.04%
+4,375
196
$125K 0.04%
+5,690
197
$124K 0.04%
+4,390
198
$123K 0.04%
+2,264
199
$122K 0.04%
+1,663
200
$120K 0.04%
+1,707
6 7
8
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