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MC
Middleton & Co Portfolio holdings
AUM
$877M
1-Year Est. Return
15.2%
This Fund
S&P 500
1 Year Est. Return
+15.2%
AUM
$1.03B
AUM Growth
+$92.2M
(+9.9%)
Holding
167
Top Buys
| 1 | +$5.53M | |
| 2 | +$3.69M | |
| 3 | +$2.57M | |
| 4 |
PayPal
PYPL
|
+$801K |
| 5 |
BDXB
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B
BDXB
|
+$727K |
Top Sells
| 1 | +$2.38M | |
| 2 | +$1.49M | |
| 3 | +$1.33M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.3M |
| 5 |
Honeywell
HON
|
+$1.17M |
Sector Composition
| 1 | Technology | 23.32% |
| 2 | Healthcare | 14.3% |
| 3 | Financials | 11.96% |
| 4 | Consumer Discretionary | 11.52% |
| 5 | Communication Services | 10.16% |