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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
NUENucor Corp Com
Recent Activity
New Position
0.01%
$2,258
15 shares@ $150.54 avg price
EQREquity Residential Sh Ben Int
Recent Activity
New Position
0.01%
$2,161
29 shares@ $74.52 avg price
BEPBrookfield Renewable Partners Partnership Unit
Recent Activity
New Position
0.01%
$1,973
70 shares@ $28.19 avg price
PPLPpl Corp Com
Recent Activity
New Position
0.01%
$1,885
57 shares@ $33.08 avg price
MCYMercury Genl Corp New Com
Recent Activity
New Position
0.01%
$1,885
30 shares@ $62.84 avg price
FAFFirst Amern Finl Corp Com
Recent Activity
New Position
0.01%
$1,880
28 shares@ $67.15 avg price
MSMMsc Indl Direct Inc Cl A
Recent Activity
New Position
0.01%
$1,876
22 shares@ $85.28 avg price
EBTCEnterprise Bancorp Inc Mass Com
Recent Activity
New Position
0.01%
$1,828
57 shares@ $32.08 avg price
AGCOAgco Corp Com
Recent Activity
New Position
0.01%
$1,776
18 shares@ $98.67 avg price
SLGSl Green Rlty Corp Com
Recent Activity
New Position
0.01%
$1,742
25 shares@ $69.68 avg price