MCM

McRae Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 10.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.33M
2 +$4.08M
3 +$873K
4
IBM icon
IBM
IBM
+$745K
5
TUP
Tupperware Brands Corporation
TUP
+$658K

Top Sells

1 +$10.1M
2 +$2.09M
3 +$1.95M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$1.36M
5
PYPL icon
PayPal
PYPL
+$1.31M

Sector Composition

1 Technology 24.53%
2 Financials 17.76%
3 Healthcare 17.51%
4 Consumer Discretionary 15.93%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,750