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
$239M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$3.21M
3 +$2.28M
4
USB icon
US Bancorp
USB
+$1.9M
5
FDX icon
FedEx
FDX
+$955K

Top Sells

1 +$2.62M
2 +$601K
3 +$279K
4
ACN icon
Accenture
ACN
+$277K
5
SJM icon
J.M. Smucker
SJM
+$210K

Sector Composition

1 Technology 23.02%
2 Financials 17.83%
3 Healthcare 17.59%
4 Consumer Discretionary 16.36%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,074