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
$221M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$4.51M
3 +$759K
4
IBM icon
IBM
IBM
+$722K
5
TUP
Tupperware Brands Corporation
TUP
+$583K

Top Sells

1 +$10.1M
2 +$2.09M
3 +$1.91M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$1.34M
5
PYPL icon
PayPal
PYPL
+$1.26M

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
-5,000