MC

Mathes Company Portfolio holdings

AUM $270M
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.57%
2 Industrials 12.44%
3 Financials 6.41%
4 Communication Services 5.64%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-17,450
127
-13,025