MCP
Martin Capital Partners Portfolio holdings
AUM
$266M
1-Year Est. Return
7.93%
This Fund
S&P 500
1 Year Est. Return
+7.93%
AUM
$258M
AUM Growth
+$2.73M
(+1.1%)
Holding
76
Top Buys
| 1 | +$4.59M | |
| 2 | +$2.53M | |
| 3 | +$2.5M | |
| 4 |
PepsiCo
PEP
|
+$2.42M |
| 5 |
Novo Nordisk
NVO
|
+$2.41M |
Top Sells
| 1 | +$5.79M | |
| 2 | +$3.58M | |
| 3 | +$3.28M | |
| 4 |
LyondellBasell Industries
LYB
|
+$2.98M |
| 5 |
Entergy
ETR
|
+$2.89M |
Sector Composition
| 1 | Healthcare | 14.22% |
| 2 | Financials | 14.13% |
| 3 | Technology | 13.15% |
| 4 | Industrials | 12.93% |
| 5 | Energy | 10.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Comcast
CMCSA
$111B
| – | – |
-162,125
|
|