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
51
$305K 0.09%
2,244
+12
52
$259K 0.07%
2,693
-129
53
$258K 0.07%
3,217
+25
54
$252K 0.07%
+3,500
55
$246K 0.07%
1,909
-32
56
$223K 0.06%
9,985
+50
57
$205K 0.06%
2,735
+9
58
$63K 0.02%
+11,661
59
– –
-4,867
60
– –
-775
1 2
3