MAM

McCarthy Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 8.48%
This Quarter Est. Return
1 Year Est. Return
+8.48%
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
301
$1K ﹤0.01%
+225
302
$1K ﹤0.01%
+165
303
$1K ﹤0.01%
+114
304
$1K ﹤0.01%
+50
305
$1K ﹤0.01%
+60
306
$1K ﹤0.01%
+10
307
$1K ﹤0.01%
+6
308
$1K ﹤0.01%
+150
309
$1K ﹤0.01%
+8
310
$1K ﹤0.01%
+10
311
$1K ﹤0.01%
+13
312
$1K ﹤0.01%
+100
313
$1K ﹤0.01%
+10
314
$1K ﹤0.01%
+195
315
$1K ﹤0.01%
+150
316
$1K ﹤0.01%
+16
317
$1K ﹤0.01%
+22
318
$1K ﹤0.01%
+17
319
$1K ﹤0.01%
+33
320
$1K ﹤0.01%
+50
321
$1K ﹤0.01%
+100
322
$1K ﹤0.01%
+200
323
$1K ﹤0.01%
+13
324
$1K ﹤0.01%
+100
325
$1K ﹤0.01%
+27