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
$129M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.65M
3 +$1.57M
4
WH icon
Wyndham Hotels & Resorts
WH
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.01M

Top Sells

1 +$1.2M
2 +$754K
3 +$393K
4
FOXA icon
Fox Class A
FOXA
+$295K
5
JPM icon
JPMorgan Chase
JPM
+$250K

Sector Composition

1 Financials 23.13%
2 Consumer Discretionary 21.08%
3 Technology 15.43%
4 Industrials 13.4%
5 Healthcare 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-33,994