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
$342M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$263K
2 +$228K
3 +$227K
4
SJM icon
J.M. Smucker
SJM
+$211K
5
ADP icon
Automatic Data Processing
ADP
+$55.7K

Top Sells

1 +$2.24M
2 +$873K
3 +$800K
4
TFC icon
Truist Financial
TFC
+$708K
5
MDT icon
Medtronic
MDT
+$693K

Sector Composition

1 Technology 32.76%
2 Healthcare 22.98%
3 Industrials 12.14%
4 Consumer Discretionary 8.37%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$157K 0.05%
30,000
102
-2,860
103
-2,295
104
-1,209