MPPW

Mitchell & Pahl Private Wealth Portfolio holdings

AUM $241M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
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 +$278K
2 +$212K
3 +$207K
4
THO icon
Thor Industries
THO
+$190K
5
MTDR icon
Matador Resources
MTDR
+$177K

Top Sells

1 +$35.2K
2 +$33.8K
3 +$26.2K
4
BX icon
Blackstone
BX
+$23.7K
5
MSFT icon
Microsoft
MSFT
+$23.7K

Sector Composition

1 Technology 17.46%
2 Healthcare 12.94%
3 Financials 12.38%
4 Industrials 12.13%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
0