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
$166M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$715K
2 +$239K
3 +$206K
4
IT icon
Gartner
IT
+$205K
5
CCI icon
Crown Castle
CCI
+$167K

Top Sells

1 +$1.05M
2 +$656K
3 +$199K
4
NVDA icon
NVIDIA
NVDA
+$112K
5
LEN icon
Lennar Class A
LEN
+$102K

Sector Composition

1 Technology 17.95%
2 Industrials 13.53%
3 Healthcare 12.3%
4 Financials 11.7%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$201K 0.12%
1,658
-842
152
-30,694
153
-28,651
154
0
155
-10,840