MFS
McNamara Financial Services Portfolio holdings
AUM
$504M
This Quarter Return
+5.23%
1 Year Return
+10.41%
3 Year Return
+29.61%
5 Year Return
+40.95%
10 Year Return
+80.49%
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.85%
Holding
206
New
206
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.85M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$2.85M |
| 3 |
AGN
Allergan plc
AGN
|
$2.85M |
| 4 |
Apple
AAPL
|
$2.83M |
| 5 |
Elevance Health
ELV
|
$2.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 26.24% |
| 2 | Technology | 21.44% |
| 3 | Financials | 9.63% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Communication Services | 8.99% |
