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
$110M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$653K
3
+$575K
4
GLD icon
SPDR Gold Trust
GLD
+$530K
5
BMY icon
Bristol-Myers Squibb
BMY
+$526K

Top Sells

1
+$1.17M
2
+$783K
3
+$620K
4
PLTR icon
Palantir
PLTR
+$541K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$470K

Sector Composition

1 Technology 20.92%
2 Communication Services 11.68%
3 Financials 10.45%
4 Industrials 9.01%
5 Healthcare 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.2K 0.02%
300
-40
152
$18.1K 0.02%
150
153
$18K 0.02%
311
154
$17.4K 0.02%
225
155
$17.1K 0.02%
24
-870
156
$16.6K 0.02%
340
-125
157
$16K 0.01%
500
158
$15.6K 0.01%
500
159
$15.6K 0.01%
+65
160
$15.4K 0.01%
1,000
161
$15.3K 0.01%
2,000
162
$14.7K 0.01%
646
-2,000
163
$14.7K 0.01%
10,000
164
$13.3K 0.01%
2,500
165
$12.9K 0.01%
600
+500
166
$12.3K 0.01%
218
167
$12.2K 0.01%
165
+50
168
$11.3K 0.01%
1,500
169
$10K 0.01%
203
170
$9.93K 0.01%
85
-230
171
$9.24K 0.01%
+100
172
$7.93K 0.01%
+100
173
$7.34K 0.01%
+40
174
$7.24K 0.01%
+120
175
$7.14K 0.01%
2,000
5 6
7
8 9