MTC

McDaniel Terry & Co Portfolio holdings

AUM $1.24B
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.24M
3 +$1.2M
4
INTC icon
Intel
INTC
+$997K
5
AMZN icon
Amazon
AMZN
+$918K

Sector Composition

1 Technology 37.82%
2 Industrials 29.43%
3 Healthcare 12.74%
4 Consumer Staples 9.44%
5 Materials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,646
102
-5,853
103
-12,574
104
-3,987