MITCHELL MCLEOD PUGH & Overview
Mitchell Mcleod Pugh & Williams Inc is an investment advisor that manages 722.3 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 322MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 322MM in positions, representing 45% of the manager's regulatory AUM.
MITCHELL MCLEOD PUGH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MITCHELL MCLEOD PUGH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.01% | Tech | 6.53% | -0.21% | 0 | 45% | ||
| VUG | 4.42% | ETF | 6.51% | 0.15% | 0 | 10% | ||
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FEATURED IN
MITCHELL MCLEOD PUGH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Douglas R. Mcleod | Director/Shareholder/Vice President | January-2006 |
| Kyle C. Pugh | Director/Shareholder/Vice President/Secretary/Treasurer | January-2006 |
| Richard Mitchell | Director/Shareholder/President | January-2006 |
| Marion C. Williams | Director/Shareholder/Vice President | January-2006 |
| Katherine M. Mcginley | Chief Compliance Officer/Shareholder | January-2006 |
| Thomas B. Van Antwerp | Director/Shareholder/Vice President | April-2015 |
MITCHELL MCLEOD PUGH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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MITCHELL MCLEOD PUGH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
Investment Strategies and Methods of Analysis - Investment advice and the methods by which we manage assets are a result of the client’s specific investment objectives and our analysis of various investment opportunities. The investment strategy for client accounts typically begins with a review of their financial information such as the assets / liabilities, cash flow, income requirements and tax status. Objectives are then set for the account, and a strategy is developed to meet those objectives.
We utilize varying combinations of individual common stocks and bonds, no-load mutual funds, exchange traded funds (ETFs), master limited partnerships (MLPs), and money market accounts to implement the client’s investment strategy. The process of how we analyze these different
vii
investmen...
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Investing in securities involves risk of loss that clients should be prepared to bear.
Investment Strategies and Methods of Analysis - Investment advice and the methods by which we manage assets are a result of the client’s specific investment objectives and our analysis of various investment opportunities. The investment strategy for client accounts typically begins with a review of their financial information such as the assets / liabilities, cash flow, income requirements and tax status. Objectives are then set for the account, and a strategy is developed to meet those objectives.
We utilize varying combinations of individual common stocks and bonds, no-load mutual funds, exchange traded funds (ETFs), master limited partnerships (MLPs), and money market accounts to implement the client’s investment strategy. The process of how we analyze these different
vii
investmen...
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MITCHELL MCLEOD PUGH & Portfolio Concentration
MITCHELL MCLEOD PUGH & Location
MITCHELL MCLEOD PUGH & Contact Information
Phone Number: 251-471-2027
Fax Number: 251-471-2302
Website: http://www.mmpw.com
Fax Number: 251-471-2302
Website: http://www.mmpw.com
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