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
$246M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$486K
3 +$393K
4
LH icon
Labcorp
LH
+$347K
5
PARA
Paramount Global Class B
PARA
+$279K

Top Sells

1 +$522K
2 +$464K
3 +$303K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$186K
5
PWR icon
Quanta Services
PWR
+$176K

Sector Composition

1 Technology 19.33%
2 Healthcare 18.62%
3 Financials 16.03%
4 Consumer Discretionary 11.3%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,273
102
-350
103
-1,625
104
-45