MC
Mayar Capital Portfolio holdings
AUM
$63.9M
1-Year Est. Return
3.42%
1 Year Est. Return
+3.42%
AUM
$63.9M
AUM Growth
+$9.5M
(+17%)
Holding
12
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 34.81% |
| 2 | Consumer Discretionary | 14.3% |
| 3 | Industrials | 13.99% |
| 4 | Communication Services | 12.62% |
| 5 | Financials | 12.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Johnson & Johnson
JNJ
$502B
| $12.1M | 18.9% |
65,141
|
|
||
2
United Parcel Service
UPS
$86.6B
| $8.94M | 13.99% |
107,020
|
|
||
3
Alphabet (Google) Class C
GOOG
$3.67T
| $8.07M | 12.62% |
33,130
|
|
||
4
Solventum
SOLV
$14B
| $7.78M | 12.17% |
106,590
|
|
||
5
Kenvue
KVUE
$32.8B
| $7.54M | 11.8% |
464,716
+224,900
|
|
||
6
Bright Horizons
BFAM
$5.85B
| $5.06M | 7.92% |
46,634
+31,100
|
|
||
7
PayPal
PYPL
$55.6B
| $4.92M | 7.7% |
73,372
+28,000
|
|
||
8
Nike
NKE
$97B
| $4.08M | 6.38% |
58,500
|
|
||
9
Labcorp
LH
$20.9B
| $2.39M | 3.74% |
8,333
|
|
||
10
Mastercard
MA
$508B
| $1.05M | 1.64% |
1,842
|
|
||
11
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.02M | 1.6% |
2,038
|
|
||
12
Visa
V
$667B
| $983K | 1.54% |
2,880
|
|