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
$271M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$1.23M
3 +$736K
4
KMI icon
Kinder Morgan
KMI
+$442K
5
OMC icon
Omnicom Group
OMC
+$442K

Top Sells

1 +$10.1M
2 +$3.33M
3 +$294K
4
MMM icon
3M
MMM
+$230K
5
ADP icon
Automatic Data Processing
ADP
+$205K

Sector Composition

1 Technology 28.26%
2 Healthcare 17.57%
3 Financials 17.49%
4 Consumer Discretionary 15.03%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-101,867