MHR
Matthew Hamilton Rosenberg Portfolio holdings
AUM
$430M
1-Year Return
11.11%
This Quarter Return
-2.23%
1 Year Return
+11.11%
3 Year Return
+38.67%
5 Year Return
+65.12%
10 Year Return
–
AUM
$300M
AUM Growth
+$4.42M
(+1.5%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
50.9%
Holding
981
New
22
Increased
138
Reduced
171
Closed
44
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.85% |
| 2 | Energy | 3.46% |
| 3 | Healthcare | 2.32% |
| 4 | Consumer Discretionary | 2.21% |
| 5 | Financials | 2.21% |