MHC

May Hill Capital Portfolio holdings

AUM $765M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$333K
3 +$251K
4
ARW icon
Arrow Electronics
ARW
+$231K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$212K

Sector Composition

1 Technology 13.87%
2 Healthcare 4.68%
3 Financials 4.42%
4 Consumer Discretionary 3.53%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALC icon
301
Alcon
ALC
$36.1B
$209K 0.03%
+2,652
NICE icon
302
Nice
NICE
$6.6B
$209K 0.03%
+1,848
ECL icon
303
Ecolab
ECL
$73.3B
$208K 0.03%
+794
GFI icon
304
Gold Fields
GFI
$37.6B
$207K 0.03%
+4,748
HON icon
305
Honeywell
HON
$135B
$206K 0.03%
+1,054
XLF icon
306
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$205K 0.03%
+3,746
NVR icon
307
NVR
NVR
$16.8B
$204K 0.03%
+28
CTSH icon
308
Cognizant
CTSH
$25.1B
$204K 0.03%
+2,458
ING icon
309
ING
ING
$82B
$202K 0.03%
+7,226
NEM icon
310
Newmont
NEM
$116B
$202K 0.03%
+2,022
AON icon
311
Aon
AON
$66.7B
$202K 0.03%
+572
RELX icon
312
RELX
RELX
$64.6B
$201K 0.03%
+4,982
CX icon
313
Cemex
CX
$17.7B
$188K 0.02%
+16,386
TAL icon
314
TAL Education Group
TAL
$6.8B
$183K 0.02%
+16,744
VIV icon
315
Telefônica Brasil
VIV
$25.2B
$161K 0.02%
+13,606
YMM icon
316
Full Truck Alliance
YMM
$8.93B
$145K 0.02%
+13,474
VOD icon
317
Vodafone
VOD
$37.2B
$138K 0.02%
+10,480
FIGS icon
318
FIGS
FIGS
$2.57B
$117K 0.02%
+10,264
SUZ icon
319
Suzano
SUZ
$10.8B
$112K 0.01%
+11,960
ELPC icon
320
Copel
ELPC
$9.39B
$103K 0.01%
+10,862
MFG icon
321
Mizuho Financial
MFG
$104B
$102K 0.01%
+13,962
NEOG icon
322
Neogen
NEOG
$2.07B
$91.2K 0.01%
+13,048
CXM icon
323
Sprinklr
CXM
$1.29B
$87.4K 0.01%
+11,240
WEN icon
324
Wendy's
WEN
$1.28B
$87.4K 0.01%
+10,498
BSBR icon
325
Santander
BSBR
$43.4B
$83.2K 0.01%
+13,614