MSL

Mackay Shields LLC Portfolio holdings

AUM $3.12B
1-Year Est. Return 1.89%
This Quarter Est. Return
1 Year Est. Return
+1.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$48.9M
2 +$31.1M
3 +$19.9M
4
DHR icon
Danaher
DHR
+$4.45M
5
CHRD icon
Chord Energy
CHRD
+$1.49M

Sector Composition

1 Energy 6.86%
2 Healthcare 1.01%
3 Utilities 0.02%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,745