MCM

McRae Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
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 +$14.1M
2 +$3.85M
3 +$3.8M
4
URI icon
United Rentals
URI
+$1.86M
5
MET icon
MetLife
MET
+$268K

Top Sells

1 +$13.6M
2 +$12.1M
3 +$9.79M
4
OMC icon
Omnicom Group
OMC
+$1.06M
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
-1,700