MCTIC

MacGuire Cheswick & Tuttle Investment Counsel Portfolio holdings

AUM $477M
1-Year Est. Return 1.21%
This Quarter Est. Return
1 Year Est. Return
+1.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$12.3M
3 +$12.2M
4
WFC icon
Wells Fargo
WFC
+$12.1M
5
DHR icon
Danaher
DHR
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.68%
2 Healthcare 14.32%
3 Consumer Discretionary 13.91%
4 Financials 12.29%
5 Energy 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$320K 0.09%
+12,043
77
$309K 0.09%
+10,000
78
$306K 0.09%
+14,556
79
$289K 0.08%
+4,570
80
$278K 0.08%
+4,500
81
$257K 0.07%
+1,700
82
$257K 0.07%
+4,010
83
$248K 0.07%
+300
84
$244K 0.07%
+4,264
85
$224K 0.06%
+5,000
86
$224K 0.06%
+5,000
87
$177K 0.05%
+32,500