MHIM
MacNealy Hoover Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
-3.24%
1 Year Return
+4.69%
3 Year Return
+42.48%
5 Year Return
+56.1%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(-9.5%)
Cap. Flow
-$8.89M
Cap. Flow
% of AUM
-7.1%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
76
New
–
Increased
6
Reduced
54
Closed
8
Top Buys
1 |
DBD
Diebold Nixdorf Incorporated
DBD
|
$32.3K |
2 |
Civista Bancshares
CIVB
|
$18.3K |
3 |
Lowe's Companies
LOW
|
$13.2K |
4 |
Schlumberger
SLB
|
$6.48K |
5 |
GE Aerospace
GE
|
$2.78K |
Top Sells
1 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
$1.9M |
2 |
CIVBP
Civista Bancshares, Inc
CIVBP
|
$446K |
3 |
Yum! Brands
YUM
|
$426K |
4 |
Microsoft
MSFT
|
$411K |
5 |
IBM
IBM
|
$357K |
Sector Composition
1 | Financials | 28.34% |
2 | Technology | 13.46% |
3 | Industrials | 11.9% |
4 | Healthcare | 10.6% |
5 | Consumer Staples | 10.38% |