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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$2.85M
3 +$2.85M
4
AAPL icon
Apple
AAPL
+$2.83M
5
ELV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+10
202
$0 ﹤0.01%
+13
203
$0 ﹤0.01%
+1
204
$0 ﹤0.01%
+1
205
$0 ﹤0.01%
+4
206
$0 ﹤0.01%
+15