MG
McHugh Group Portfolio holdings
AUM
$167M
1-Year Est. Return
28.83%
1 Year Est. Return
+28.83%
AUM
$167M
AUM Growth
+$17.6M
(+12%)
Holding
81
Top Buys
| 1 | +$1.69M | |
| 2 | +$653K | |
| 3 | +$581K | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$553K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$531K |
Top Sells
| 1 | +$350K | |
| 2 | +$281K | |
| 3 | +$244K | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$223K |
| 5 |
American International
AIG
|
+$214K |
Sector Composition
| 1 | Technology | 33.45% |
| 2 | Financials | 20.74% |
| 3 | Communication Services | 4.89% |
| 4 | Consumer Discretionary | 4.26% |
| 5 | Industrials | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Northwest Bancshares
NWBI
$1.81B
| $178K | 0.11% |
14,359
|
|
||
77
Archer Aviation
ACHR
$7B
| $137K | 0.08% |
+14,324
|
|
||
|
78
Vertex Pharmaceuticals
VRTX
$109B
| – | – |
-500
|
|
||
79
Sherwin-Williams
SHW
$83.2B
| – | – |
-600
|
|
||
80
Manulife Financial
MFC
$53.9B
| – | – |
-6,400
|
|
||
|
81
American International
AIG
$43.7B
| – | – |
-2,500
|
|