We are live on ! Find out more
MHC

May Hill Capital Portfolio holdings

AUM $398M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.53M
3
+$3.49M
4
BA icon
Boeing
BA
+$2.36M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.32M

Top Sells

1
+$1.97M
2
+$1.55M
3
+$1.51M
4
HDB icon
HDFC Bank
HDB
+$838K
5
NVO
Novo Nordisk
NVO
+$616K

Sector Composition

1 Technology 13.93%
2 Financials 3.75%
3 Healthcare 3.66%
4 Consumer Discretionary 3.07%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UE icon
126
Urban Edge Properties
UE
$2.89B
$430K 0.11%
21,504
-1,492
AMAT icon
127
Applied Materials
AMAT
$465B
$430K 0.11%
1,257
+222
LRGE icon
128
ClearBridge Large Cap Growth Select ETF
LRGE
$440M
$425K 0.11%
5,653
-380
MSI icon
129
Motorola Solutions
MSI
$68.3B
$424K 0.11%
978
-139
DUK icon
130
Duke Energy
DUK
$97.7B
$415K 0.1%
3,173
+274
ALX
131
Alexander's
ALX
$1.34B
$415K 0.1%
1,758
-687
TJX icon
132
TJX Companies
TJX
$185B
$403K 0.1%
2,526
+318
GLW icon
133
Corning
GLW
$162B
$402K 0.1%
+2,954
IBM icon
134
IBM
IBM
$253B
$401K 0.1%
1,654
+268
PG icon
135
Procter & Gamble
PG
$350B
$400K 0.1%
2,772
+1,352
BLK icon
136
Blackrock
BLK
$162B
$398K 0.1%
414
+98
AMGN icon
137
Amgen
AMGN
$189B
$394K 0.1%
1,119
+196
NGG icon
138
National Grid
NGG
$81.2B
$391K 0.1%
4,621
+716
MCD icon
139
McDonald's
MCD
$203B
$389K 0.1%
1,252
+44
DSI icon
140
iShares MSCI KLD 400 Social ETF
DSI
$5.36B
$387K 0.1%
3,197
CSX icon
141
CSX Corp
CSX
$88.1B
$387K 0.1%
+9,438
IXUS icon
142
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$387K 0.1%
4,470
-74
AVLV icon
143
Avantis US Large Cap Value ETF
AVLV
$13.3B
$387K 0.1%
+4,802
UNH icon
144
UnitedHealth
UNH
$373B
$383K 0.1%
1,415
+467
TTE icon
145
TotalEnergies
TTE
$187B
$382K 0.1%
4,199
-683
HIMU
146
iShares High Yield Muni Active ETF
HIMU
$2.27B
$381K 0.1%
7,947
-12,032
BUFR icon
147
FT Vest Fund of Buffer ETFs
BUFR
$9.72B
$380K 0.1%
11,249
+2,891
MUFG icon
148
Mitsubishi UFJ Financial
MUFG
$228B
$380K 0.1%
22,380
+303
SAN icon
149
Banco Santander
SAN
$189B
$375K 0.09%
33,202
+5,574
RCL icon
150
Royal Caribbean
RCL
$84.1B
$372K 0.09%
1,351
+47
4 5
6
7 8