MCI

MRP Capital Investments Portfolio holdings

AUM $145M
1-Year Est. Return 51.79%
This Quarter Est. Return
1 Year Est. Return
+51.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.4M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.34M
3
+$2.03M
4
UNH icon
UnitedHealth
UNH
+$1.98M
5
NOC icon
Northrop Grumman
NOC
+$1.78M

Top Sells

1
+$6.53M
2
+$3.42M
3
+$2.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.92M

Sector Composition

1 Technology 18.73%
2 Healthcare 13.96%
3 Financials 11.86%
4 Consumer Discretionary 11.3%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-100
227
– –
-4,100
6 7 8 9
10