MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.47M
3
+$2.38M
4
EXPD icon
Expeditors International
EXPD
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Top Sells

1
+$9.51M
2
+$3.57M
3
+$3.13M
4
FISV
Fiserv Inc
FISV
+$3.12M
5
CSGP icon
CoStar Group
CSGP
+$2.94M

Sector Composition

1 Technology 18.34%
2 Industrials 17.79%
3 Financials 15.55%
4 Healthcare 14.48%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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279
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-7,992
280
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-8,881
283
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284
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285
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286
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289
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291
$0 ﹤0.01%
+119,216
292
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-5,000
294
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-1,635
296
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