Mitchell McLeod Pugh & Williams Inc

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Assets, Funds, Holdings

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CAFR Data
Mitchell McLeod Pugh & Williams Inc
CRD #138240
SEC #801-65005
CIK #1632105
AUM $1.0 BB (69% Disc, 100% US)
Employees11 (55% Investors, 0% Brokers)
Phone251-471-2027
Address2610 Dauphin Street
Mobile, AL 36606
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
105084063042021002005201020152020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.03.5
AAPL843,560.03.3
MSFT865,660.03.0
HD206,070.02.5
UNH233,310.02.4
JPM341,670.02.2
JNJ369,000.02.2
ADBE127,640.02.1
XOM337,850.02.0
AMZN820,610.01.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
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