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
$220M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$602K
3 +$587K
4
NVDA icon
NVIDIA
NVDA
+$455K
5
PNC icon
PNC Financial Services
PNC
+$407K

Top Sells

1 +$558K
2 +$295K
3 +$179K
4
ETN icon
Eaton
ETN
+$177K
5
DOW icon
Dow Inc
DOW
+$120K

Sector Composition

1 Industrials 22.25%
2 Technology 15.82%
3 Financials 7.75%
4 Healthcare 6.66%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VMBS icon
251
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
-640
WSM icon
252
Williams-Sonoma
WSM
$23.1B
-120