MCM

Mattern Capital Management Portfolio holdings

AUM $847M
1-Year Est. Return 8.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.3M
3 +$2.02M
4
ZTS icon
Zoetis
ZTS
+$1.62M
5
INTU icon
Intuit
INTU
+$1.52M

Top Sells

1 +$8.27M
2 +$7.77M
3 +$7.38M
4
APH icon
Amphenol
APH
+$2.36M
5
NEE icon
NextEra Energy
NEE
+$1.9M

Sector Composition

1 Technology 19.79%
2 Financials 13.69%
3 Healthcare 12.31%
4 Consumer Staples 11.29%
5 Industrials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TROW icon
176
T. Rowe Price
TROW
$20.6B
-1,976