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
$841M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.86M
3
+$6.8M
4
BSX icon
Boston Scientific
BSX
+$6.8M
5
AAPL icon
Apple
AAPL
+$5.28M

Top Sells

1
+$6.85M
2
+$6.16M
3
+$4.42M
4
PRI icon
Primerica
PRI
+$2M
5
LMT icon
Lockheed Martin
LMT
+$1.45M

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
151
$1.2M 0.14%
2,963
-23
152
$1.19M 0.14%
14,503
+53
153
$1.14M 0.14%
10,244
-128
154
$1.13M 0.13%
37,275
+10,206
155
$1.13M 0.13%
12,489
-56
156
$1.08M 0.13%
167,759
157
$1.07M 0.13%
118,805
158
$1.06M 0.13%
3,152
+18
159
$1.05M 0.13%
93,898
160
$1.04M 0.12%
116,881
161
$1.03M 0.12%
24,095
-27
162
$1.02M 0.12%
21,785
+939
163
$1.02M 0.12%
6,801
+240
164
$987K 0.12%
9,053
-56,460
165
$983K 0.12%
54,605
+650
166
$966K 0.11%
115,284
+33,160
167
$949K 0.11%
2,858
168
$936K 0.11%
92,245
169
$897K 0.11%
5,170
-75
170
$896K 0.11%
13,411
+77
171
$888K 0.11%
17,999
+3,564
172
$881K 0.1%
8,837
173
$877K 0.1%
27,007
174
$871K 0.1%
4,095
+35
175
$861K 0.1%
2,188
+4
5 6
7
8 9