MHR

Matthew Hamilton Rosenberg Portfolio holdings

AUM $483M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.45%
2 Financials 2.78%
3 Consumer Discretionary 2.54%
4 Communication Services 2.54%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$16K 0.01%
399
-851
527
$15K 0.01%
+228
528
$15K 0.01%
630
529
$15K 0.01%
137
530
$15K 0.01%
86
+26
531
$15K 0.01%
+24
532
$15K 0.01%
151
-117
533
$14K 0.01%
+66
534
$14K 0.01%
535
535
$14K 0.01%
+803
536
$14K 0.01%
+263
537
$14K 0.01%
263
538
$14K 0.01%
+346
539
$14K 0.01%
1,589
540
$13K 0.01%
+2,012
541
$13K 0.01%
+140
542
$13K 0.01%
281
543
$13K 0.01%
+30
544
$13K 0.01%
75
545
$13K 0.01%
500
546
$13K 0.01%
+344
547
$13K 0.01%
+243
548
$13K 0.01%
213
549
$13K 0.01%
+340
550
$13K 0.01%
306