PMSA

Patrick M. Sweeney & Associates Portfolio holdings

AUM $145M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$7.23M
3 +$5.37M
4
MRK icon
Merck
MRK
+$5.15M
5
BAC icon
Bank of America
BAC
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.64%
2 Financials 16.5%
3 Industrials 14.71%
4 Technology 14.69%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.18%
+2,750
127
$200K 0.18%
+8,474