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NANCY OHARA

@Mount Vernon Associates Inc Md

Latest period2024 - Q4ReportedManaged Assets$128.297MTotal holdings50
Assets growth rate1.81%Assets growth rate (2-Q avg)6.77%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Vernon Associates Inc Md's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Mount Vernon Associates Inc Md over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 128.297M in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 6.77%. The portfolio is managed by NANCY OHARA, and others.

Portfolio holdings

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InvestmentPortfolio %Reported Value