MFC
Mechanics Financial Corp Portfolio holdings
AUM
$235M
1-Year Return
11.15%
This Quarter Return
+12.26%
1 Year Return
+11.15%
3 Year Return
+50.76%
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.98%
Holding
220
New
220
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Gorman-Rupp
GRC
|
$45.7M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.4M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$15.1M |
| 4 |
Apple
AAPL
|
$13.2M |
| 5 |
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% |
