MPWS

McCarter Private Wealth Services Portfolio holdings

AUM $195M
1-Year Est. Return 26.83%
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.28M
3 +$6.9M
4
MA icon
Mastercard
MA
+$6.68M
5
AZO icon
AutoZone
AZO
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.95%
2 Healthcare 17.15%
3 Financials 12.89%
4 Consumer Discretionary 10.8%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.13%
+3,237
102
$190K 0.12%
+12,122