MPPW

Mitchell & Pahl Private Wealth Portfolio holdings

AUM $238M
1-Year Est. Return 12.36%
This Quarter Est. Return
1 Year Est. Return
+12.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$296K
2 +$231K
3 +$214K
4
THO icon
Thor Industries
THO
+$212K
5
MTDR icon
Matador Resources
MTDR
+$207K

Top Sells

1 +$37.9K
2 +$37K
3 +$27.4K
4
BX icon
Blackstone
BX
+$25.6K
5
MSFT icon
Microsoft
MSFT
+$24K

Sector Composition

1 Technology 17.46%
2 Healthcare 12.94%
3 Financials 12.38%
4 Industrials 12.13%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
0