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
$136M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$254K
3 +$226K
4
WAB icon
Wabtec
WAB
+$217K
5
GLD icon
SPDR Gold Trust
GLD
+$216K

Top Sells

1 +$80.6K
2 +$80.4K
3 +$70K
4
INTC icon
Intel
INTC
+$45.8K
5
TSLA icon
Tesla
TSLA
+$23.5K

Sector Composition

1 Healthcare 26.43%
2 Financials 16.92%
3 Technology 15.11%
4 Industrials 14.35%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$204K 0.15%
+856