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
$352M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$3.77M
3 +$3.73M
4
URI icon
United Rentals
URI
+$2.23M
5
MET icon
MetLife
MET
+$273K

Top Sells

1 +$12.9M
2 +$12.3M
3 +$9.79M
4
OMC icon
Omnicom Group
OMC
+$1.09M
5
MO icon
Altria Group
MO
+$446K

Sector Composition

1 Technology 38.63%
2 Healthcare 17.39%
3 Industrials 11.64%
4 Financials 11.16%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,334