MCM
Mattern Capital Management Portfolio holdings
AUM
$832M
1-Year Return
13.22%
This Quarter Return
+5.59%
1 Year Return
+13.22%
3 Year Return
+41.56%
5 Year Return
+77.04%
10 Year Return
–
AUM
$506M
AUM Growth
+$43.4M
(+9.4%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
17.03%
Holding
116
New
7
Increased
84
Reduced
13
Closed
–
Top Buys
| 1 |
Deckers Outdoor
DECK
|
$2.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$902K |
| 3 |
Lockheed Martin
LMT
|
$701K |
| 4 |
Amgen
AMGN
|
$679K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$585K |
Top Sells
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Industrials | 15.26% |
| 3 | Consumer Staples | 11.37% |
| 4 | Financials | 11.28% |
| 5 | Healthcare | 9.38% |
