MAM

Montchanin Asset Management Portfolio holdings

AUM $103M
1-Year Est. Return 26.09%
This Quarter Est. Return
1 Year Est. Return
+26.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.7M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$948K
2 +$530K
3 +$463K
4
AMZN icon
Amazon
AMZN
+$450K
5
GEHC icon
GE HealthCare
GEHC
+$406K

Top Sells

1 +$309K
2 +$268K
3 +$209K
4
TFC icon
Truist Financial
TFC
+$187K
5
AVGO icon
Broadcom
AVGO
+$139K

Sector Composition

1 Technology 33.43%
2 Energy 19.22%
3 Healthcare 8.34%
4 Industrials 7.53%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.23%
+525
52
-6,900
53
-2,445