MC
MRJ Capital Portfolio holdings
AUM
$173M
1-Year Est. Return
31.99%
This Fund
S&P 500
1 Year Est. Return
+31.99%
AUM
$173M
AUM Growth
+$2.21M
(+1.3%)
Holding
52
Top Buys
| 1 | +$9.51M | |
| 2 | +$693K | |
| 3 | +$229K | |
| 4 |
Walmart Inc
WMT
|
+$69.3K |
| 5 |
T-Mobile US
TMUS
|
+$39.4K |
Top Sells
| 1 | +$6.34M | |
| 2 | +$1.24M | |
| 3 | +$753K | |
| 4 |
Apple
AAPL
|
+$683K |
| 5 |
Microsoft
MSFT
|
+$671K |
Sector Composition
| 1 | Financials | 20.21% |
| 2 | Consumer Discretionary | 18.12% |
| 3 | Technology | 16.87% |
| 4 | Industrials | 13.93% |
| 5 | Healthcare | 13.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Arthur J. Gallagher & Co
AJG
$55.9B
| – | – |
-42,660
|
|
||
52
International Paper
IP
$18.4B
| – | – |
-3,844
|
|