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
$152M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$206K
3 +$189K
4
HSBC icon
HSBC
HSBC
+$124K
5
COO icon
Cooper Companies
COO
+$119K

Top Sells

1 +$331K
2 +$266K
3 +$227K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$215K
5
BXP icon
Boston Properties
BXP
+$205K

Sector Composition

1 Technology 15.61%
2 Healthcare 13.42%
3 Industrials 13.4%
4 Financials 12.19%
5 Consumer Staples 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-14,689
152
-4,866
153
-2,140
154
-810
155
-2,734
156
0