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
$821M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.97M
3
+$4.65M
4
TSLA icon
Tesla
TSLA
+$3.91M
5
SSD icon
Simpson Manufacturing
SSD
+$3.83M

Top Sells

1
+$4.79M
2
+$4.75M
3
+$4.64M
4
SHW icon
Sherwin-Williams
SHW
+$4.38M
5
APH icon
Amphenol
APH
+$4.35M

Sector Composition

1 Technology 18.17%
2 Financials 15.99%
3 Industrials 15.04%
4 Healthcare 14.24%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.21M 0.15%
21,467
+3,808
152
$1.19M 0.15%
30,989
-57,634
153
$1.18M 0.14%
46,567
-83,381
154
$1.16M 0.14%
19,523
+4,500
155
$1.15M 0.14%
9,492
+2,090
156
$1.14M 0.14%
20,418
+8,880
157
$1.14M 0.14%
+12,278
158
$1.14M 0.14%
24,520
-43,027
159
$1.14M 0.14%
45,694
-81,277
160
$1.13M 0.14%
23,393
+3,791
161
$1.11M 0.14%
21,115
-37,355
162
$1.1M 0.13%
17,974
+2,172
163
$1.1M 0.13%
12,546
+3,092
164
$1.09M 0.13%
8,139
+875
165
$1.07M 0.13%
20,551
+4,620
166
$1.06M 0.13%
15,715
+5,721
167
$1.06M 0.13%
13,262
+9,937
168
$1.05M 0.13%
32,183
-57,468
169
$1.05M 0.13%
21,024
-38,669
170
$1.04M 0.13%
26,835
-47,879
171
$1.04M 0.13%
9,907
+2,639
172
$1.02M 0.12%
2,877
+567
173
$1.01M 0.12%
30,833
-54,643
174
$1.01M 0.12%
38,396
-67,394
175
$1M 0.12%
20,282
-16,691
5 6
7
8 9