MCM
Mengis Capital Management Portfolio holdings
AUM
$471M
This Quarter Return
+2.58%
1 Year Return
+14.02%
3 Year Return
+67.72%
5 Year Return
+135%
10 Year Return
+268.15%
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.11%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.86M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$4.11M |
| 3 |
Chevron
CVX
|
$3.33M |
| 4 |
Intel
INTC
|
$3.13M |
| 5 |
Johnson & Johnson
JNJ
|
$3.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Energy | 11.43% |
| 3 | Healthcare | 10.05% |
| 4 | Industrials | 9.43% |
| 5 | Financials | 8.51% |
