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
$877M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.2M
3
+$6.18M
4
ADP icon
Automatic Data Processing
ADP
+$4.01M
5
AZN icon
AstraZeneca
AZN
+$2.48M

Top Sells

1
+$13.1M
2
+$6.66M
3
+$5.79M
4
KEYS icon
Keysight
KEYS
+$5.64M
5
MMS icon
Maximus
MMS
+$4.3M

Sector Composition

1 Industrials 22.37%
2 Technology 21.51%
3 Financials 16.47%
4 Healthcare 13.13%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.99M 0.91%
65,346
-284
27
$7.97M 0.91%
153,014
-24,233
28
$7.88M 0.9%
25,211
-163
29
$7.87M 0.9%
47,730
-509
30
$7.83M 0.89%
45,940
-257
31
$7.82M 0.89%
109,957
-1,358
32
$7.74M 0.88%
82,491
-1,096
33
$7.7M 0.88%
38,762
-413
34
$7.69M 0.88%
46,834
-357
35
$7.62M 0.87%
87,798
-1,706
36
$7.47M 0.85%
33,204
-820
37
$7.45M 0.85%
36,219
-967
38
$7.44M 0.85%
+30,907
39
$7.32M 0.83%
29,808
+159
40
$7.31M 0.83%
126,423
-625
41
$7.3M 0.83%
38,542
-383
42
$7.27M 0.83%
35,966
+38
43
$7.27M 0.83%
14,832
+143
44
$7.25M 0.83%
67,566
-1,693
45
$7.21M 0.82%
36,118
+32
46
$7.21M 0.82%
74,562
-86
47
$7.21M 0.82%
107,715
-1,004
48
$7.2M 0.82%
26,279
-332
49
$7.18M 0.82%
16,098
+75
50
$7.15M 0.81%
16,231
+437
1
2
3 4 5