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
$216M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$797K
3 +$653K
4
ABBV icon
AbbVie
ABBV
+$325K
5
IBM icon
IBM
IBM
+$306K

Top Sells

1 +$9.75M
2 +$4.48M
3 +$4.35M
4
LOW icon
Lowe's Companies
LOW
+$380K
5
OMC icon
Omnicom Group
OMC
+$318K

Sector Composition

1 Healthcare 18.19%
2 Technology 15.51%
3 Financials 15.01%
4 Industrials 10.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-83,510
102
-107,564