MCM
Mattern Capital Management Portfolio holdings
AUM
$832M
1-Year Return
13.22%
This Quarter Return
-1.28%
1 Year Return
+13.22%
3 Year Return
+41.56%
5 Year Return
+77.04%
10 Year Return
–
AUM
$507M
AUM Growth
+$855K
(+0.17%)
Cap. Flow
+$9.42M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
16.69%
Holding
116
New
–
Increased
80
Reduced
20
Closed
2
Top Buys
| 1 |
Clorox
CLX
|
$580K |
| 2 |
Lockheed Martin
LMT
|
$443K |
| 3 |
Colgate-Palmolive
CL
|
$433K |
| 4 |
Air Products & Chemicals
APD
|
$361K |
| 5 |
Verizon
VZ
|
$334K |
Top Sells
| 1 |
Microsoft
MSFT
|
$300K |
| 2 |
Exxon Mobil
XOM
|
$240K |
| 3 |
Apple
AAPL
|
$217K |
| 4 |
Lowe's Companies
LOW
|
$215K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$202K |
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Industrials | 14.77% |
| 3 | Consumer Staples | 11.58% |
| 4 | Financials | 11.56% |
| 5 | Healthcare | 9.5% |
