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
$1.02B
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$854K
2 +$512K
3 +$502K
4
CP icon
Canadian Pacific Kansas City
CP
+$483K
5
UNH icon
UnitedHealth
UNH
+$409K

Top Sells

1 +$1.15M
2 +$1.02M
3 +$920K
4
FCN icon
FTI Consulting
FCN
+$824K
5
TSM icon
TSMC
TSM
+$778K

Sector Composition

1 Industrials 24.59%
2 Technology 18.97%
3 Financials 17.51%
4 Healthcare 11.66%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,273
302
-13,273