MB
MidFirst Bank Portfolio holdings
AUM
$1.26B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$1.26B
AUM Growth
–
Holding
789
Top Buys
| 1 | +$73.3M | |
| 2 | +$72M | |
| 3 | +$58.9M | |
| 4 |
Microsoft
MSFT
|
+$54.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$43.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.72% |
| 2 | Financials | 9.19% |
| 3 | Communication Services | 7.27% |
| 4 | Consumer Discretionary | 7.07% |
| 5 | Healthcare | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Applied Industrial Technologies
AIT
$11.5B
| $0 | ﹤0.01% |
+1,125
|
|
||
777
Amcor
AMCR
$17.8B
| $0 | ﹤0.01% |
+3,552
|
|
||
778
Centene
CNC
$29B
| $0 | ﹤0.01% |
+3,039
|
|
||
779
Coherent
COHR
$79.2B
| $0 | ﹤0.01% |
+1,158
|
|
||
780
Capri Holdings
CPRI
$2.05B
| $0 | ﹤0.01% |
+3,136
|
|
||
781
Globant
GLOB
$1.47B
| $0 | ﹤0.01% |
+725
|
|
||
782
Jacobs Solutions
J
$13.3B
| $0 | ﹤0.01% |
+1,606
|
|
||
783
MACOM Technology Solutions
MTSI
$29.1B
| $0 | ﹤0.01% |
+1,450
|
|
||
784
Novartis
NVS
$286B
| $0 | ﹤0.01% |
+290
|
|
||
785
Procore
PCOR
$6.94B
| $0 | ﹤0.01% |
+2,144
|
|
||
786
TE Connectivity
TEL
$60.3B
| $0 | ﹤0.01% |
+508
|
|
||
|
AMRZ
787
Amrize Ltd
AMRZ
$28.2B
| $0 | ﹤0.01% |
+3,449
|
|