MSR

Main Street Research Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$971M
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$33.6M
2 +$22.4M
3 +$21.9M
4
CRM icon
Salesforce
CRM
+$21.7M
5
PANW icon
Palo Alto Networks
PANW
+$21.6M

Top Sells

1 +$14.1M
2 +$10.4M
3 +$10.4M
4
GD icon
General Dynamics
GD
+$1.35M
5
MCK icon
McKesson
MCK
+$1.07M

Sector Composition

1 Technology 28.74%
2 Financials 14.5%
3 Healthcare 13.44%
4 Consumer Staples 10.19%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,701