MWM

Massachusetts Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$4.32M
3 +$4.01M
4
SLB icon
SLB Limited
SLB
+$3.61M
5
AAPL icon
Apple
AAPL
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.97%
2 Industrials 16.82%
3 Financials 14.7%
4 Healthcare 13.67%
5 Consumer Staples 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$251K 0.24%
+1,450
77
$242K 0.23%
+1,162
78
$240K 0.23%
+3,452
79
$207K 0.2%
+7,326
80
$89.5K 0.09%
+25,500