MAM

Mystic Asset Management Portfolio holdings

AUM $443M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$280K
2 +$263K
3 +$252K
4
HPE icon
Hewlett Packard
HPE
+$236K
5
WBS icon
Webster Financial
WBS
+$225K

Top Sells

1 +$3.66M
2 +$1.03M
3 +$612K
4
MBLY icon
Mobileye
MBLY
+$389K
5
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
+$341K

Sector Composition

1 Technology 25.35%
2 Financials 13.72%
3 Industrials 12.18%
4 Healthcare 10.84%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPS icon
226
United Parcel Service
UPS
$80.9B
-6,062