MA

Marshwinds Advisory Portfolio holdings

AUM $187M
1-Year Est. Return 1.79%
This Quarter Est. Return
1 Year Est. Return
-1.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$6.37M
2 +$5.74M
3 +$5.33M
4
GE icon
GE Aerospace
GE
+$4.74M
5
ORCL icon
Oracle
ORCL
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.99%
2 Healthcare 16.03%
3 Technology 13.36%
4 Consumer Staples 13.03%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
+9,000,000