MCM

Magnolia Capital Management Portfolio holdings

AUM $125M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$1.59M
2 +$1.43M
3 +$1.41M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$998K
5
DIS icon
Walt Disney
DIS
+$762K

Sector Composition

1 Technology 8.47%
2 Real Estate 5.26%
3 Financials 3.2%
4 Consumer Staples 1.97%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,600