MCG

McCollum Christoferson Group Portfolio holdings

AUM $336M
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.56M
2 +$2M
3 +$227K
4
ALGN icon
Align Technology
ALGN
+$176K
5
MSFT icon
Microsoft
MSFT
+$166K

Sector Composition

1 Healthcare 25.07%
2 Consumer Staples 15.87%
3 Technology 13.68%
4 Industrials 11.58%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,500