MCM

Mengis Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.02%
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$685K
3 +$555K
4
QCOM icon
Qualcomm
QCOM
+$442K
5
GE icon
GE Aerospace
GE
+$423K

Sector Composition

1 Technology 15.47%
2 Healthcare 14.25%
3 Energy 10.53%
4 Financials 9.72%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,814
102
-12,000
103
-11,000
104
-7,752