CMP
CHRISTINE MESSMER PC Portfolio holdings
AUM
$153M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$153M
AUM Growth
–
Holding
79
Top Buys
| 1 | +$18.2M | |
| 2 | +$17.4M | |
| 3 | +$8.43M | |
| 4 |
Microsoft
MSFT
|
+$8.08M |
| 5 |
Apple
AAPL
|
+$7.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.61% |
| 2 | Communication Services | 7.76% |
| 3 | Consumer Discretionary | 5.57% |
| 4 | Healthcare | 5.11% |
| 5 | Industrials | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Sysco
SYY
$40.5B
| $223K | 0.15% |
+3,025
|
|
||
77
iShares Core S&P 500 ETF
IVV
$746B
| $208K | 0.14% |
+304
|
|
||
78
Skyworks Solutions
SWKS
$9.12B
| $207K | 0.14% |
+3,270
|
|
||
79
Vanguard Mid-Cap ETF
VO
$92.2B
| $201K | 0.13% |
+692
|
|