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
$295M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$943K
2 +$922K
3 +$577K
4
AAPL icon
Apple
AAPL
+$479K
5
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$209K

Top Sells

1 +$877K
2 +$769K
3 +$412K
4
TER icon
Teradyne
TER
+$332K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$179K

Sector Composition

1 Consumer Staples 0.49%
2 Technology 0.28%
3 Energy 0.08%
4 Financials 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,927