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
$349M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$2.41M
3 +$2.24M
4
USB icon
US Bancorp
USB
+$1.87M
5
SO icon
Southern Company
SO
+$1.44M

Top Sells

1 +$11.5M
2 +$2.62M
3 +$1.19M
4
PYPL icon
PayPal
PYPL
+$990K
5
MSFT icon
Microsoft
MSFT
+$796K

Sector Composition

1 Technology 37.37%
2 Healthcare 16.84%
3 Financials 16.23%
4 Consumer Discretionary 8.76%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$70K 0.02%
100,892
-425
102
-12,434
103
-263,366
104
-140,188