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
101
$2.5M 0.28%
12,643
+167
102
$2.46M 0.28%
192,193
103
$2.39M 0.27%
8,281
-981
104
$2.38M 0.27%
41,329
+874
105
$2.38M 0.27%
51,950
+22,550
106
$2.36M 0.27%
464,309
107
$2.34M 0.27%
23,892
-1,150
108
$2.3M 0.26%
9,439
+314
109
$2.29M 0.26%
11,830
110
$2.27M 0.26%
15,479
-1,498
111
$2.27M 0.26%
14,661
+547
112
$2.26M 0.26%
52,324
-5,803
113
$2.17M 0.25%
43,253
-3,278
114
$2.17M 0.25%
4
115
$2.17M 0.25%
14,731
+40
116
$2.15M 0.25%
80,760
117
$2.13M 0.24%
10,297
+1,644
118
$2.12M 0.24%
20,502
+106
119
$2.11M 0.24%
17,755
+389
120
$2.1M 0.24%
34,990
-5,011
121
$2.08M 0.24%
13,258
-1,667
122
$2.08M 0.24%
21,476
-2,870
123
$2.05M 0.23%
34,866
-4,164
124
$2.04M 0.23%
21,206
-1,467
125
$2.01M 0.23%
5,034
-17
3 4
5
6 7