MG
McHugh Group Portfolio holdings
AUM
$176M
1-Year Est. Return
27.44%
This Fund
S&P 500
1 Year Est. Return
+27.44%
AUM
$167M
AUM Growth
+$17.6M
(+12%)
Holding
81
Top Buys
| 1 | +$1.46M | |
| 2 | +$633K | |
| 3 | +$552K | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$531K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$521K |
Top Sells
| 1 | +$353K | |
| 2 | +$254K | |
| 3 | +$223K | |
| 4 |
American International
AIG
|
+$214K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$210K |
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
$1.85B
| $178K | 0.11% |
14,359
|
|
||
77
Archer Aviation
ACHR
$3.88B
| $137K | 0.08% |
+14,324
|
|
||
|
78
American International
AIG
$40.4B
| – | – |
-2,500
|
|
||
79
Manulife Financial
MFC
$57.7B
| – | – |
-6,400
|
|
||
80
Sherwin-Williams
SHW
$79.3B
| – | – |
-600
|
|
||
81
Vertex Pharmaceuticals
VRTX
$113B
| – | – |
-500
|
|