MGWM
Marks Group Wealth Management Portfolio holdings
AUM
$1.08B
This Quarter Return
-13%
1 Year Return
+15.65%
3 Year Return
+69.33%
5 Year Return
+113.96%
10 Year Return
–
AUM
$693M
AUM Growth
+$693M
(-13%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
15.95%
Holding
317
New
13
Increased
171
Reduced
70
Closed
30
Top Buys
| 1 |
Franklin Electric
FELE
|
$5.65M |
| 2 |
Teledyne Technologies
TDY
|
$5.63M |
| 3 |
FRC
First Republic Bank
FRC
|
$5.6M |
| 4 |
Amphenol
APH
|
$5.57M |
| 5 |
Amazon
AMZN
|
$2.89M |
Top Sells
| 1 |
FTI Consulting
FCN
|
$7.08M |
| 2 |
T Rowe Price
TROW
|
$6M |
| 3 |
Aon
AON
|
$5.96M |
| 4 |
Gibraltar Industries
ROCK
|
$3.93M |
| 5 |
MarketAxess Holdings
MKTX
|
$2.87M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Industrials | 16.11% |
| 3 | Financials | 15.11% |
| 4 | Healthcare | 14.79% |
| 5 | Consumer Discretionary | 8.62% |
