MCC

Money Concepts Capital Portfolio holdings

AUM $1.5B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,718
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$23.4M
3 +$23.4M
4
SO icon
Southern Company
SO
+$22.8M
5
LMT icon
Lockheed Martin
LMT
+$22.6M

Top Sells

1 +$11.6M
2 +$9.33M
3 +$7.78M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.86M
5
MRO
Marathon Oil Corporation
MRO
+$1.98M

Sector Composition

1 Consumer Staples 14.32%
2 Healthcare 11.96%
3 Industrials 6.16%
4 Technology 5.98%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$7K ﹤0.01%
750
1152
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1153
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1154
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1155
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1156
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1157
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1158
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1159
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1160
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1161
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416
+200
1162
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1163
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1164
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1165
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1166
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1167
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635
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1168
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1169
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48
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1172
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1173
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179
+2
1174
$6K ﹤0.01%
830
1175
$6K ﹤0.01%
+130