MCM
Mattern Capital Management Portfolio holdings
AUM
$832M
1-Year Return
13.22%
This Quarter Return
+5.48%
1 Year Return
+13.22%
3 Year Return
+41.56%
5 Year Return
+77.04%
10 Year Return
–
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.76%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.64M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$6.42M |
| 3 |
Lowe's Companies
LOW
|
$6.08M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.9M |
| 5 |
Microsoft
MSFT
|
$5.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Consumer Staples | 12.12% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 9.84% |
| 5 | Financials | 9.15% |
