MCM

McRae Capital Management Portfolio holdings

AUM $488M
1-Year Est. Return 18.38%
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$2.89M
3 +$1.61M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$748K
5
KMI icon
Kinder Morgan
KMI
+$569K

Top Sells

1 +$4.41M
2 +$594K
3 +$502K
4
OMC icon
Omnicom Group
OMC
+$385K
5
CELG
Celgene Corp
CELG
+$356K

Sector Composition

1 Technology 17.89%
2 Financials 16.04%
3 Healthcare 15.74%
4 Energy 12.29%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$54K 0.03%
2,086
77
-196,490
78
-2,575
79
-2,710
80
-2,000