MAM

McLean Asset Management Portfolio holdings

AUM $485M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.03%
2 Financials 3.86%
3 Consumer Discretionary 2.45%
4 Healthcare 1.59%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABT icon
126
Abbott
ABT
$217B
$292K 0.08%
2,177
+122
MRK icon
127
Merck
MRK
$216B
$292K 0.08%
3,543
+125
TYL icon
128
Tyler Technologies
TYL
$20.7B
$290K 0.08%
497
+3
AMGN icon
129
Amgen
AMGN
$157B
$289K 0.08%
975
+6
KO icon
130
Coca-Cola
KO
$294B
$289K 0.08%
4,072
+274
MSI icon
131
Motorola Solutions
MSI
$72B
$286K 0.08%
678
+21
DUK icon
132
Duke Energy
DUK
$96.7B
$286K 0.08%
2,441
+46
BLK icon
133
Blackrock
BLK
$170B
$285K 0.07%
266
+10
DE icon
134
Deere & Co
DE
$128B
$283K 0.07%
544
+21
CRM icon
135
Salesforce
CRM
$239B
$282K 0.07%
1,048
+52
ETN icon
136
Eaton
ETN
$151B
$275K 0.07%
+767
TRV icon
137
Travelers Companies
TRV
$59.8B
$271K 0.07%
1,055
+19
AN icon
138
AutoNation
AN
$7.17B
$265K 0.07%
+1,250
ADI icon
139
Analog Devices
ADI
$116B
$262K 0.07%
+1,069
JPLD icon
140
JPMorgan Limited Duration Bond ETF
JPLD
$2.89B
$260K 0.07%
+4,992
ELV icon
141
Elevance Health
ELV
$74.8B
$259K 0.07%
740
-699
TMO icon
142
Thermo Fisher Scientific
TMO
$211B
$256K 0.07%
599
+8
ADP icon
143
Automatic Data Processing
ADP
$106B
$256K 0.07%
840
+28
AON icon
144
Aon
AON
$70.3B
$253K 0.07%
721
+12
CASY icon
145
Casey's General Stores
CASY
$19.7B
$252K 0.07%
492
+4
WFC icon
146
Wells Fargo
WFC
$271B
$251K 0.07%
+3,048
ALL icon
147
Allstate
ALL
$50.1B
$248K 0.07%
1,272
+15
C icon
148
Citigroup
C
$177B
$245K 0.06%
+2,820
LOW icon
149
Lowe's Companies
LOW
$134B
$232K 0.06%
1,023
+19
HIG icon
150
Hartford Financial Services
HIG
$34.2B
$229K 0.06%
1,863
+31