MFC

Mechanics Financial Corp Portfolio holdings

AUM $235M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$537K
2 +$468K
3 +$217K
4
BAC icon
Bank of America
BAC
+$185K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$163K

Top Sells

1 +$880K
2 +$187K
3 +$111K
4
T icon
AT&T
T
+$108K
5
MCD icon
McDonald's
MCD
+$69.8K

Sector Composition

1 Industrials 24%
2 Technology 12.6%
3 Healthcare 9.48%
4 Financials 6.28%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4