MCM
McRae Capital Management Portfolio holdings
AUM
$504M
1-Year Est. Return
11.84%
1 Year Est. Return
+11.84%
AUM
$488M
AUM Growth
+$14M
(+3%)
Holding
106
Top Buys
| 1 | +$3.19M | |
| 2 | +$2.9M | |
| 3 | +$2.47M | |
| 4 |
Salesforce
CRM
|
+$1.9M |
| 5 |
Goldman Sachs
GS
|
+$1.85M |
Top Sells
| 1 | +$7.55M | |
| 2 | +$2.1M | |
| 3 | +$1.16M | |
| 4 |
Becton Dickinson
BDX
|
+$1.12M |
| 5 |
Microsoft
MSFT
|
+$953K |
Sector Composition
| 1 | Technology | 33.65% |
| 2 | Financials | 16.85% |
| 3 | Healthcare | 14.69% |
| 4 | Consumer Discretionary | 12.22% |
| 5 | Industrials | 11.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
| $202K | 0.04% |
+3,116
|
|
||
102
Vuzix
VUZI
$181M
| $67.2K | 0.01% |
23,000
|
|
||
103
Consolidated Edison
ED
$36.7B
| – | – |
-1,825
|
|
||
104
Fortive
FTV
$16.4B
| – | – |
-5,474
|
|
||
105
Hecla Mining
HL
$9.78B
| – | – |
-40,000
|
|
||
106
Hershey
HSY
$36.3B
| – | – |
-44,122
|
|