Mcrae Capital Management Inc Portfolio Holdings
Mcrae Capital Management Inc
- $486 Million
- Q3 2024
Mcrae Capital Management Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $486 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32.3M, Quanta Services, Inc. with a value of $25.7M, Lowes Companies Inc with a value of $25.3M, United Rentals, Inc. with a value of $25.2M, and Williams Sonoma Inc with a value of $25.2M.
Examining the 13F form we can see an increase of $67.6M in the current position value, from $419M to 486M.
Below you can find more details about Mcrae Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
Technology: $149 Million
Industrials: $74.8 Million
Financial Services: $73.1 Million
Healthcare: $69.3 Million
Consumer Cyclical: $65.5 Million
Communication Services: $27.5 Million
Consumer Defensive: $10.8 Million
ETFs: $8.93 Million
Other: $7.18 Million