MFS

McNamara Financial Services Portfolio holdings

AUM $504M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$2.75M
3
+$1.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$473K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$308K

Top Sells

1
+$1.53M
2
+$307K
3
+$258K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$221K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$220K

Sector Composition

1 Consumer Staples 0.51%
2 Technology 0.31%
3 Energy 0.1%
4 Consumer Discretionary 0.02%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.24%
16,683
27
$827K 0.24%
51,091
+4,665
28
$785K 0.23%
19,218
+2,105
29
$705K 0.2%
16,402
+401
30
$637K 0.18%
33,586
+4,225
31
$593K 0.17%
3,476
-404
32
$589K 0.17%
2,752
+39
33
$518K 0.15%
2,653
+1
34
$494K 0.14%
4,054
-102
35
$493K 0.14%
3,990
-78
36
$477K 0.14%
18,312
+2,741
37
$423K 0.12%
10,598
+1,230
38
$387K 0.11%
15,037
+2,018
39
$386K 0.11%
7,697
-572
40
$384K 0.11%
7,284
+182
41
$359K 0.1%
7,375
+49
42
$357K 0.1%
4,087
-114
43
$349K 0.1%
4,603
-9
44
$332K 0.1%
16,729
+2,907
45
$327K 0.09%
13,945
+2,671
46
$322K 0.09%
7,632
-1,524
47
$321K 0.09%
15,765
-2,871
48
$311K 0.09%
2,461
+375
49
$311K 0.09%
8,031
+1,006
50
$309K 0.09%
1,469
-24
1
2
3