M&R Capital Management Inc Portfolio Holdings
M&R Capital Management Inc
- $445 Million
- Q3 2024
M&R Capital Management Inc has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $445 Million distributed in 581 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.8M, Broadcom Inc. with a value of $33.2M, Berkshire Hathaway Inc Class B with a value of $28.8M, Alphabet Inc. with a value of $21M, and Lowes Companies Inc with a value of $19M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $411M to 445M.
Below you can find more details about M&R Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$445 Million
Technology: $115 Million
Financial Services: $92.4 Million
Healthcare: $44.7 Million
Consumer Cyclical: $41.5 Million
Industrials: $36.6 Million
Communication Services: $31.7 Million
Consumer Defensive: $29.3 Million
ETFs: $19.8 Million
Other: $33.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 581
- Current Value $445 Million
- Prior Value $411 Million
- Filing
- Period Q3 2024
- Filing Date October 02, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 48 stocks
- Additional Purchases 190 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks