MAM

McCarthy Asset Management Portfolio holdings

AUM $156M
1-Year Est. Return 8.26%
This Quarter Est. Return
1 Year Est. Return
+8.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$20.4M
3 +$18.1M
4
GILD icon
Gilead Sciences
GILD
+$10M
5
AAPL icon
Apple
AAPL
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.81%
2 Technology 7.17%
3 Consumer Discretionary 4.01%
4 Financials 3.63%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3K ﹤0.01%
+70
227
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+20
228
$3K ﹤0.01%
+92
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+740
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+55
234
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235
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236
$3K ﹤0.01%
+250
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+850
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+62
245
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+366
246
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+200
247
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+375
248
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+100
249
$3K ﹤0.01%
+20
250
$2K ﹤0.01%
+27