MFC
Mechanics Financial Corp Portfolio holdings
AUM
$235M
This Quarter Return
-6.91%
1 Year Return
+11.15%
3 Year Return
+50.76%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(-7.9%)
Cap. Flow
+$240K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
226
New
6
Increased
32
Reduced
38
Closed
6
Top Buys
| 1 |
Healthpeak Properties
DOC
|
$300K |
| 2 |
Cummins
CMI
|
$298K |
| 3 |
General Motors
GM
|
$139K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$123K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$108K |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$268K |
| 2 |
Chevron
CVX
|
$179K |
| 3 |
iShares Gold Trust
IAU
|
$136K |
| 4 |
Apple
AAPL
|
$103K |
| 5 |
Coca-Cola
KO
|
$95K |
Sector Composition
| 1 | Industrials | 25.76% |
| 2 | Technology | 14.36% |
| 3 | Healthcare | 7.85% |
| 4 | Financials | 5.87% |
| 5 | Consumer Discretionary | 4.36% |