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
$195M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$865K
3
+$857K
4
PANW icon
Palo Alto Networks
PANW
+$731K
5
UBER icon
Uber
UBER
+$708K

Top Sells

1
+$1.62M
2
+$867K
3
+$718K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$623K
5
CVS icon
CVS Health
CVS
+$279K

Sector Composition

1 Technology 18.37%
2 Industrials 16.56%
3 Healthcare 7.84%
4 Financials 6.84%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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-300
228
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229
– –
-100
230
– –
-2,000
231
– –
-60
232
– –
-75
6 7 8 9
10