MC

MRJ Capital Portfolio holdings

AUM $173M
1-Year Est. Return 31.99%
This Quarter Est. Return
1 Year Est. Return
+31.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.88M
3 +$1.73M
4
CVS icon
CVS Health
CVS
+$1.62M
5
PKG icon
Packaging Corp of America
PKG
+$1.06M

Top Sells

1 +$2.07M
2 +$1.55M
3 +$870K
4
AAPL icon
Apple
AAPL
+$653K
5
LOW icon
Lowe's Companies
LOW
+$580K

Sector Composition

1 Financials 26.56%
2 Consumer Discretionary 19.81%
3 Industrials 12.97%
4 Technology 11.09%
5 Materials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$238K 0.14%
5,900
52
-10,000