MGWM

Marks Group Wealth Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 12.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.65M
3
+$6.56M
4
KEYS icon
Keysight
KEYS
+$6.49M
5
AAPL icon
Apple
AAPL
+$4.74M

Top Sells

1
+$6.85M
2
+$6.02M
3
+$4.42M
4
PRI icon
Primerica
PRI
+$1.86M
5
LMT icon
Lockheed Martin
LMT
+$1.47M

Sector Composition

1 Technology 21%
2 Industrials 20.78%
3 Financials 15.59%
4 Healthcare 12.85%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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289
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