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
$383M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$475K
3
+$460K
4
TJX icon
TJX Companies
TJX
+$442K
5
CRM icon
Salesforce
CRM
+$421K

Top Sells

1
+$2.2M
2
+$993K
3
+$449K
4
AAPL icon
Apple
AAPL
+$368K
5
EOG icon
EOG Resources
EOG
+$362K

Sector Composition

1 Technology 24.76%
2 Financials 17.76%
3 Healthcare 12.95%
4 Communication Services 10.13%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.7K 0.02%
1,801
+4
202
$85.2K 0.02%
+1,070
203
$85.1K 0.02%
615
204
$83K 0.02%
426
+399
205
$81.3K 0.02%
543
206
$80.7K 0.02%
964
-529
207
$80K 0.02%
+165
208
$79.8K 0.02%
1,605
-155
209
$79.2K 0.02%
3,804
-405
210
$77.9K 0.02%
1,290
211
$75.6K 0.02%
164
+1
212
$74.8K 0.02%
1,327
213
$73.1K 0.02%
+318
214
$72.7K 0.02%
622
215
$69.8K 0.02%
203
+140
216
$69.5K 0.02%
200
217
$68.8K 0.02%
690
-500
218
$67.8K 0.02%
1,089
+2
219
$67.6K 0.02%
759
220
$66.8K 0.02%
1,360
221
$66.5K 0.02%
146
222
$65.5K 0.02%
+810
223
$65.3K 0.02%
560
224
$64.6K 0.02%
1,000
225
$62.1K 0.02%
1,038
+5
7 8
9
10 11