MFC

Mechanics Financial Corp Portfolio holdings

AUM $271M
1-Year Est. Return 20.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$669K
3
+$522K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$494K
5
TMO icon
Thermo Fisher Scientific
TMO
+$461K

Top Sells

1
+$2.04M
2
+$594K
3
+$275K
4
MAR icon
Marriott International
MAR
+$257K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$236K

Sector Composition

1 Industrials 21.92%
2 Technology 16.91%
3 Financials 8.14%
4 Healthcare 5.63%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.78%
60,610
+15,105
27
$1.77M 0.75%
12,329
-15
28
$1.64M 0.7%
5,325
-15
29
$1.62M 0.69%
5,088
-40
30
$1.59M 0.68%
22,935
+180
31
$1.57M 0.67%
8,440
+65
32
$1.53M 0.65%
5,228
+15
33
$1.49M 0.64%
8,420
-10
34
$1.49M 0.63%
30,073
-5,096
35
$1.38M 0.59%
11,156
-95
36
$1.31M 0.56%
14,039
-145
37
$1.3M 0.55%
8,901
-40
38
$1.28M 0.55%
18,493
-60
39
$1.28M 0.54%
4,587
40
$1.28M 0.54%
3,148
+1,102
41
$1.28M 0.54%
1,729
-40
42
$1.26M 0.53%
6,148
-110
43
$1.2M 0.51%
2,368
-10
44
$1.18M 0.5%
1,513
45
$1.18M 0.5%
2,423
+973
46
$1.13M 0.48%
2,901
+40
47
$1.12M 0.48%
3,053
+34
48
$1.11M 0.47%
8,362
+95
49
$1.09M 0.46%
5,945
-40
50
$1.08M 0.46%
3,957
-1,023
1
2
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