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Michael Charvala

@M&r Capital Management Inc

Latest period2024 - Q3ReportedManaged Assets$453.779MTotal holdings581
Assets growth rate8.26%Assets growth rate (2-Q avg)5.47%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in M&r Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 581 positions.

Assets under management

The assets under management (AUM) of M&r Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 453.779M in assets, with a quarterly growth rate of 8.26% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Michael Charvala, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LEGLeggett & Platt Inc Com
Recent Activity
Exited
0%
$1,146
100 shares@ $11.46 avg price
IJJIshares S&p Mid-cap 400 Value Etf
Recent Activity
Exited
0%
$1,135
10 shares@ $113.5 avg price
SOCLGlobal X Social Media Etf
Recent Activity
Exited
0%
$633
15 shares@ $42.2 avg price
SIRISirius Xm Holdings Inc Com
Recent Activity
Exited
0%
$283
100 shares@ $2.83 avg price