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
326
$1K ﹤0.01%
+27
327
$0 ﹤0.01%
+4
328
$0 ﹤0.01%
+1
329
$0 ﹤0.01%
+2
330
$0 ﹤0.01%
+4
331
$0 ﹤0.01%
+15
332
$0 ﹤0.01%
+2
333
$0 ﹤0.01%
+90
334
$0 ﹤0.01%
+39
335
$0 ﹤0.01%
+15
336
$0 ﹤0.01%
+10
337
$0 ﹤0.01%
+6
338
$0 ﹤0.01%
+4
339
$0 ﹤0.01%
+400
340
$0 ﹤0.01%
+5
341
$0 ﹤0.01%
+1
342
$0 ﹤0.01%
+17
343
$0 ﹤0.01%
+2
344
$0 ﹤0.01%
+10
345
$0 ﹤0.01%
+2,000
346
$0 ﹤0.01%
+80
347
$0 ﹤0.01%
+160
348
$0 ﹤0.01%
+12
349
$0 ﹤0.01%
+2
350
$0 ﹤0.01%
+232