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
$220M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.77M
2 +$5.5M
3 +$3.72M
4
FTV icon
Fortive
FTV
+$400K
5
LH icon
Labcorp
LH
+$373K

Top Sells

1 +$6.15M
2 +$4.97M
3 +$4.21M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$590K
5
KMI icon
Kinder Morgan
KMI
+$475K

Sector Composition

1 Technology 19.02%
2 Healthcare 17.85%
3 Financials 15.3%
4 Consumer Discretionary 11.84%
5 Industrials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,400
102
-1