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
$148M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.59M
3 +$743K
4
DEO icon
Diageo
DEO
+$476K
5
PBCT
People's United Financial Inc
PBCT
+$376K

Top Sells

1 +$2.78M
2 +$2.13M
3 +$782K
4
SLB icon
SLB Ltd
SLB
+$650K
5
UNVR
Univar Solutions Inc.
UNVR
+$508K

Sector Composition

1 Financials 25.91%
2 Consumer Discretionary 21.03%
3 Technology 14.88%
4 Industrials 11.04%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-67,323
52
-30,100