Mcrae Capital Management Inc has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $419 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.3M, Williams Sonoma Inc with a value of $23.6M, Quanta Services, Inc. with a value of $22.9M, United Rentals, Inc. with a value of $20.5M, and Lowes Companies Inc with a value of $20.4M.
Examining the 13F form we can see an decrease of $33.3M in the current position value, from $452M to 419M.
Below you can find more details about Mcrae Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$419 Million
Technology: $137 Million
Healthcare: $65.2 Million
Industrials: $64.9 Million
Financial Services: $60.4 Million
Consumer Cyclical: $45.3 Million
Communication Services: $20.9 Million
Consumer Defensive: $9.99 Million
ETFs: $8.51 Million
Other: $6.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions