MAM
McLaughlin Asset Management Portfolio holdings
AUM
$112M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$112M
AUM Growth
–
Holding
91
Top Buys
| 1 | +$9.54M | |
| 2 | +$5.92M | |
| 3 | +$4.2M | |
| 4 |
Microsoft
MSFT
|
+$4.17M |
| 5 |
Broadcom
AVGO
|
+$3.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.99% |
| 2 | Healthcare | 10.51% |
| 3 | Industrials | 10.17% |
| 4 | Financials | 8.06% |
| 5 | Consumer Discretionary | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$232B
| $399K | 0.36% |
+2,778
|
|
||
77
Bristol-Myers Squibb
BMY
$125B
| $348K | 0.31% |
+6,444
|
|
||
78
iShares Russell 2000 Growth ETF
IWO
$13.4B
| $337K | 0.3% |
+1,045
|
|
||
79
Bank of America
BAC
$373B
| $327K | 0.29% |
+5,947
|
|
||
80
Home Depot
HD
$374B
| $311K | 0.28% |
+905
|
|
||
81
Abbott
ABT
$199B
| $298K | 0.27% |
+2,382
|
|
||
82
Lowe's Companies
LOW
$156B
| $277K | 0.25% |
+1,148
|
|
||
83
McDonald's
MCD
$237B
| $269K | 0.24% |
+880
|
|
||
84
CrowdStrike
CRWD
$91.6B
| $268K | 0.24% |
+571
|
|
||
85
DexCom
DXCM
$28.1B
| $239K | 0.21% |
+3,604
|
|
||
86
Tesla
TSLA
$1.57T
| $237K | 0.21% |
+527
|
|
||
87
Coterra Energy
CTRA
$22.7B
| $233K | 0.21% |
+8,856
|
|
||
88
General Dynamics
GD
$92.8B
| $224K | 0.2% |
+664
|
|
||
89
ConocoPhillips
COP
$135B
| $221K | 0.2% |
+2,364
|
|
||
90
iShares MSCI EAFE ETF
EFA
$78B
| $221K | 0.2% |
+2,304
|
|
||
91
iShares Russell 2000 ETF
IWM
$75.7B
| $220K | 0.2% |
+893
|
|