MHR

Matthew Hamilton Rosenberg Portfolio holdings

AUM $483M
1-Year Est. Return 15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$93M
2 +$46.3M
3 +$15.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.4M
5
WFC icon
Wells Fargo
WFC
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.94%
2 Consumer Staples 2.85%
3 Healthcare 2.76%
4 Financials 2.76%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
+1
327
0