MWM
Massachusetts Wealth Management Portfolio holdings
AUM
$202M
1-Year Est. Return
18.85%
1 Year Est. Return
+18.85%
AUM
$177M
AUM Growth
+$31.5M
(+22%)
Holding
95
Top Buys
| 1 | +$4.45M | |
| 2 | +$3.37M | |
| 3 | +$2.68M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.56M |
| 5 |
Amazon
AMZN
|
+$1.92M |
Top Sells
| 1 | +$213K | |
| 2 | +$129K | |
| 3 | +$74.2K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$55.6K |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$44K |
Sector Composition
| 1 | Industrials | 19.3% |
| 2 | Financials | 12.67% |
| 3 | Technology | 10.06% |
| 4 | Consumer Staples | 8.82% |
| 5 | Healthcare | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Deere & Co
DE
$128B
| $2.58M | 1.45% |
5,067
+35
|
|
||
|
27
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.56M | 1.45% |
+5,277
|
|
||
28
Coca-Cola
KO
$300B
| $2.48M | 1.4% |
35,121
+415
|
|
||
29
Caterpillar
CAT
$245B
| $2.43M | 1.37% |
6,262
+115
|
|
||
30
Ingersoll Rand
IR
$31.7B
| $2.3M | 1.3% |
27,683
-56
|
|
||
31
3M
MMM
$89.5B
| $2.29M | 1.29% |
15,049
-75
|
|
||
32
Vanguard Short-Term Bond ETF
BSV
$39B
| $2.28M | 1.28% |
28,927
+560
|
|
||
33
State Street
STT
$32.8B
| $2.26M | 1.27% |
21,209
+175
|
|
||
34
Pfizer
PFE
$141B
| $2.24M | 1.26% |
92,498
+300
|
|
||
35
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
| $2.2M | 1.24% |
27,197
+680
|
|
||
36
Eli Lilly
LLY
$740B
| $2.06M | 1.16% |
2,640
+35
|
|
||
37
Home Depot
HD
$385B
| $1.98M | 1.12% |
5,400
+75
|
|
||
|
38
Amazon
AMZN
$2.39T
| $1.92M | 1.08% |
+8,735
|
|
||
39
Illinois Tool Works
ITW
$71.6B
| $1.89M | 1.06% |
7,634
+85
|
|
||
40
Amgen
AMGN
$157B
| $1.82M | 1.03% |
+6,518
|
|
||
41
AbbVie
ABBV
$403B
| $1.79M | 1.01% |
9,656
-175
|
|
||
42
PepsiCo
PEP
$207B
| $1.78M | 1% |
13,493
+187
|
|
||
43
Merck
MRK
$219B
| $1.74M | 0.98% |
21,974
+75
|
|
||
44
Meta Platforms (Facebook)
META
$1.85T
| $1.72M | 0.97% |
2,332
+60
|
|
||
45
Procter & Gamble
PG
$357B
| $1.72M | 0.97% |
10,782
+175
|
|
||
46
SLB Limited
SLB
$53.5B
| $1.68M | 0.94% |
49,567
+150
|
|
||
47
Cummins
CMI
$58.1B
| $1.59M | 0.9% |
4,857
+135
|
|
||
48
Carrier Global
CARR
$49.2B
| $1.55M | 0.87% |
21,160
+560
|
|
||
49
Norfolk Southern
NSC
$62.9B
| $1.52M | 0.86% |
5,951
+80
|
|
||
50
iShares US Aerospace & Defense ETF
ITA
$11.9B
| $1.47M | 0.83% |
7,782
+155
|
|