M&R Capital Management Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

Apple Inc (AAPL) Loses Ground While Broadcom Inc (AVGO) and Berkshire Hathaway Inc (BRK-B) Strengthen

In the highly competitive world of finance, every move counts. M&R Capital Management Inc, a renowned investment firm, recently released their Q1 2023 and Q2 2023 13F Holdings Comparison. The report highlights the changes in the holdings of various funds managed by the firm. In this article, we will analyze the key takeaways from the report and uncover how some big-name companies' stocks have fared during this period.

One of the most notable changes is the decrease in holdings of tech giant Apple Inc (AAPL). The report reveals that M&R Capital Management Inc sold 1,897 shares of AAPL during this period, resulting in a 1% decrease in their overall holdings. While this dip might seem insignificant at first, it represents a shift in investor sentiment towards the technology industry.

On the other hand, Broadcom Inc (AVGO) and Berkshire Hathaway Inc (BRK-B) saw an increase in their holdings. M&R Capital Management Inc added 245 shares of AVGO and 319 shares of BRK-B during this period. This change reflects the firm's confidence in the growth potential of these companies.

Another interesting finding in the report is the decrease in holdings of CVS Health Corp (CVS). The report indicates that M&R Capital Management Inc sold 4,825 shares of CVS, resulting in a 2.9% decrease in their overall holdings. This change might signify a shift in investment strategy or a reassessment of the company's prospects.

In contrast, Amazon.com Inc (AMZN) and Microsoft Corp (MSFT) experienced an increase in their holdings. M&R Capital Management Inc added 1,315 shares of AMZN and 95 shares of MSFT during this period. These moves demonstrate the firm's bullish outlook on the e-commerce and technology sectors.

It is important to note that these changes in holdings do not necessarily reflect the performance or prospects of these companies. Instead, they represent the investment decisions of M&R Capital Management Inc based on their analysis and research.

As investors, it is crucial to stay informed about the latest changes in holdings of funds managed by reputable firms like M&R Capital Management Inc. By following these reports, we can gain valuable insights into market trends and investor sentiment.

In conclusion, the Q1 2023 and Q2 2023 13F Holdings Comparison released by M&R Capital Management Inc provides a glimpse into the shifting landscape of the investment world. While some companies experienced a decrease in their holdings, others saw an increase, indicating changing investor sentiment and preferences. It is essential for investors to stay informed about these changes to make informed investment decisions.