MFC

Mechanics Financial Corp Portfolio holdings

AUM $264M
1-Year Est. Return 16.6%
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$15.4M
3
+$15.1M
4
AAPL icon
Apple
AAPL
+$13.2M
5
MSFT icon
Microsoft
MSFT
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 27.79%
2 Technology 14%
3 Healthcare 7.33%
4 Financials 5.98%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
+250
177
$11K 0.01%
+278
178
$10K ﹤0.01%
+100
179
$10K ﹤0.01%
+141
180
$10K ﹤0.01%
+100
181
$10K ﹤0.01%
+85
182
$10K ﹤0.01%
+100
183
$9K ﹤0.01%
+80
184
$9K ﹤0.01%
+25
185
$9K ﹤0.01%
+50
186
$9K ﹤0.01%
+300
187
$8K ﹤0.01%
+25
188
$8K ﹤0.01%
+300
189
$8K ﹤0.01%
+250
190
$8K ﹤0.01%
+200
191
$7K ﹤0.01%
+25
192
$7K ﹤0.01%
+50
193
$7K ﹤0.01%
+175
194
$7K ﹤0.01%
+45
195
$7K ﹤0.01%
+100
196
$6K ﹤0.01%
+300
197
$6K ﹤0.01%
+300
198
$6K ﹤0.01%
+50
199
$6K ﹤0.01%
+55
200
$6K ﹤0.01%
+1,000
5 6 7
8
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