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MKW
Mullaney, Keating & Wright Portfolio holdings
AUM
$207M
1-Year Est. Return
26.34%
This Fund
S&P 500
This Quarter
Est. Return
+9.12%
1 Year Est. Return
+26.34%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$15.1M
(+12%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
78.76%
Holding
56
New
3
Increased
30
Reduced
9
Closed
–
Top Buys
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$184K |
| 2 |
Apple
AAPL
|
+$96.9K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$76.9K |
| 4 |
Meta Platforms (Facebook)
META
|
+$44.3K |
| 5 |
iShares US Home Construction ETF
ITB
|
+$34.8K |
Sector Composition
| 1 | Technology | 35.9% |
| 2 | Materials | 4.25% |
| 3 | Consumer Staples | 1.84% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Energy | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
KKR & Co
KKR
$87.3B
| $246K | 0.17% |
+1,881
| New | +$223K |
|
52
Dimensional US Large Cap Value ETF
DFLV
$6.53B
| $242K | 0.17% |
7,861
+2
| +0% | +$60 |
|
53
McDonald's
MCD
$191B
| $241K | 0.17% |
790
| – | – |
|
54
PepsiCo
PEP
$185B
| $239K | 0.17% |
1,408
| – | – |
|
55
Vanguard High Dividend Yield ETF
VYM
$80B
| $222K | 0.15% |
1,729
| – | – |
|
56
Abbott
ABT
$155B
| $219K | 0.15% |
+1,919
| New | +$210K |
|
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