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
$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
201
$6K ﹤0.01%
+300
202
$6K ﹤0.01%
+300
203
$5K ﹤0.01%
+50
204
$4K ﹤0.01%
+25
205
$4K ﹤0.01%
+1,000
206
$4K ﹤0.01%
+150
207
$4K ﹤0.01%
+10
208
$4K ﹤0.01%
+1,000
209
$3K ﹤0.01%
+100
210
$3K ﹤0.01%
+125
211
$3K ﹤0.01%
+30
212
$3K ﹤0.01%
+75
213
$3K ﹤0.01%
+26
214
$2K ﹤0.01%
+100
215
$2K ﹤0.01%
+6
216
$2K ﹤0.01%
+2
217
$2K ﹤0.01%
+300
218
$2K ﹤0.01%
+38
219
$1K ﹤0.01%
+5
220
$1K ﹤0.01%
+15