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
$208M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$513K
2 +$486K
3 +$312K
4
DNB
Dun & Bradstreet
DNB
+$303K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$250K

Top Sells

1 +$462K
2 +$374K
3 +$127K
4
CELG
Celgene Corp
CELG
+$126K
5
MDT icon
Medtronic
MDT
+$118K

Sector Composition

1 Technology 17.44%
2 Financials 16.31%
3 Healthcare 16.22%
4 Energy 13.74%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.1%
2,550
77
$206K 0.1%
+1,150
78
$201K 0.1%
2,440
-533
79
$67K 0.03%
1
80
$27K 0.01%
2,086