MCM
McRae Capital Management Portfolio holdings
AUM
$488M
This Quarter Return
+0.29%
1 Year Return
+18.38%
3 Year Return
+66.91%
5 Year Return
+141.34%
10 Year Return
+315.64%
AUM
$206M
AUM Growth
+$206M
(-0.78%)
Cap. Flow
-$710K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
41.34%
Holding
82
New
2
Increased
15
Reduced
28
Closed
4
Top Buys
| 1 |
TUP
Tupperware Brands Corporation
TUP
|
$1.02M |
| 2 |
GE Aerospace
GE
|
$288K |
| 3 |
AT&T
T
|
$281K |
| 4 |
Schlumberger
SLB
|
$249K |
| 5 |
Apple
AAPL
|
$242K |
Top Sells
| 1 |
Lumen
LUMN
|
$362K |
| 2 |
Travelers Companies
TRV
|
$351K |
| 3 |
Medtronic
MDT
|
$263K |
| 4 |
Consolidated Edison
ED
|
$238K |
| 5 |
PepsiCo
PEP
|
$220K |
Sector Composition
| 1 | Technology | 18.01% |
| 2 | Healthcare | 16.65% |
| 3 | Financials | 16.24% |
| 4 | Energy | 12.95% |
| 5 | Consumer Discretionary | 8.92% |
