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
$473M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$19.8M
2 +$4.39M
3 +$2.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.26M
5
AVGO icon
Broadcom
AVGO
+$148K

Sector Composition

1 Technology 0.61%
2 Consumer Staples 0.41%
3 Healthcare 0.19%
4 Consumer Discretionary 0.1%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.04%
+378
77
$50.5K 0.01%
13,867