MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$7.24M
3 +$6.48M
4
SYK icon
Stryker
SYK
+$6.11M
5
IQV icon
IQVIA
IQV
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.66%
2 Financials 15.68%
3 Technology 14.32%
4 Healthcare 10.95%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$206K 0.04%
+701
227
$205K 0.04%
+857
228
$203K 0.04%
+3,894
229
$202K 0.04%
+2,229
230
$177K 0.03%
+15,000
231
$151K 0.03%
+26,989
232
$109K 0.02%
+23,318
233
$108K 0.02%
+14,609
234
$70K 0.01%
+13,332
235
$66K 0.01%
+17,073
236
$45K 0.01%
+12,005