MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Sells

1 +$938K
2 +$878K
3 +$853K
4
ALSN icon
Allison Transmission
ALSN
+$671K
5
UNM icon
Unum
UNM
+$521K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WDAY icon
426
Workday
WDAY
$40.3B
$25.5K 0.01%
+106
UBER icon
427
Uber
UBER
$153B
$25.3K 0.01%
+258
BL icon
428
BlackLine
BL
$2.64B
$25.2K 0.01%
+474
WNS
429
DELISTED
WNS Holdings
WNS
$25K 0.01%
+328
CHDN icon
430
Churchill Downs
CHDN
$6.73B
$24.8K 0.01%
+256
BA icon
431
Boeing
BA
$191B
$24.8K 0.01%
+115
ADSK icon
432
Autodesk
ADSK
$51.6B
$24.8K 0.01%
+78
SOLV icon
433
Solventum
SOLV
$14B
$24.6K 0.01%
+337
CCL icon
434
Carnival Corp
CCL
$46.1B
$24.6K 0.01%
+850
REXR icon
435
Rexford Industrial Realty
REXR
$8.85B
$24.3K 0.01%
+592
RPM icon
436
RPM International
RPM
$15.3B
$24.3K 0.01%
+206
BP icon
437
BP
BP
$94.7B
$24.1K 0.01%
+700
VCYT icon
438
Veracyte
VCYT
$2.93B
$24K 0.01%
+699
EHC icon
439
Encompass Health
EHC
$10.9B
$23.8K 0.01%
+187
ACGL icon
440
Arch Capital
ACGL
$35.5B
$23.7K 0.01%
+261
PAG icon
441
Penske Automotive Group
PAG
$10.8B
$23.5K 0.01%
+135
THRM icon
442
Gentherm
THRM
$986M
$23.2K 0.01%
+682
CLH icon
443
Clean Harbors
CLH
$14.3B
$23.2K 0.01%
+100
COF icon
444
Capital One
COF
$137B
$23.2K 0.01%
+109
WSO icon
445
Watsco Inc
WSO
$17.3B
$23K 0.01%
+57
AZTA icon
446
Azenta
AZTA
$1.38B
$23K 0.01%
+802
NOW icon
447
ServiceNow
NOW
$111B
$23K 0.01%
+125
OTIS icon
448
Otis Worldwide
OTIS
$35B
$22.9K 0.01%
+251
PPG icon
449
PPG Industries
PPG
$29B
$22.9K 0.01%
+218
TRI icon
450
Thomson Reuters
TRI
$40.4B
$22.7K 0.01%
+146