MPIM

McGinn Penninger Investment Management Portfolio holdings

AUM $158M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$701K
2 +$474K
3 +$428K

Top Sells

1 +$1.73M
2 +$1.55M
3 +$1.36M
4
DLTR icon
Dollar Tree
DLTR
+$988K
5
META icon
Meta Platforms (Facebook)
META
+$984K

Sector Composition

1 Technology 19.55%
2 Financials 17.16%
3 Healthcare 13.29%
4 Consumer Staples 11.63%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,200