MCM

Mattern Capital Management Portfolio holdings

AUM $851M
1-Year Est. Return 4.8%
This Quarter Est. Return
1 Year Est. Return
+4.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.89M
3
+$801K
4
TROW icon
T. Rowe Price
TROW
+$629K
5
LOW icon
Lowe's Companies
LOW
+$540K

Top Sells

1
+$405K
2
+$273K
3
+$214K
4
TSLA icon
Tesla
TSLA
+$111K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$98.9K

Sector Composition

1 Technology 14.47%
2 Industrials 14.45%
3 Consumer Staples 13.27%
4 Healthcare 10.7%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 1.07%
39,686
+1,668
52
$6.56M 1.07%
148,425
+10,805
53
$6.56M 1.06%
29,541
+1,668
54
$6.51M 1.06%
38,924
+2,106
55
$6.48M 1.05%
57,294
+1,723
56
$6.42M 1.04%
40,394
+1,096
57
$6.42M 1.04%
31,376
+1,951
58
$6.38M 1.03%
32,567
+1,599
59
$6.35M 1.03%
44,473
+1,511
60
$6.33M 1.03%
134,191
+3,765
61
$6.33M 1.03%
82,115
+4,581
62
$6.32M 1.03%
42,798
+1,222
63
$6.29M 1.02%
84,741
+4,025
64
$6.27M 1.02%
50,436
+2,552
65
$6.24M 1.01%
55,817
+2,113
66
$6.17M 1%
70,683
+2,168
67
$6.07M 0.99%
90,969
+3,945
68
$6.02M 0.98%
31,028
+1,122
69
$5.94M 0.96%
48,465
+2,347
70
$5.93M 0.96%
159,583
+8,321
71
$5.9M 0.96%
100,362
+3,731
72
$5.85M 0.95%
97,862
+4,539
73
$5.71M 0.93%
64,698
+2,539
74
$5.69M 0.92%
58,823
+2,613
75
$5.56M 0.9%
89,472
+4,387
1 2
3
4 5