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
$554M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.94M
3
+$4.86M
4
KEYS icon
Keysight
KEYS
+$4.79M
5
NOC icon
Northrop Grumman
NOC
+$4.43M

Top Sells

1
+$4.89M
2
+$4.38M
3
+$4.15M
4
WSO icon
Watsco Inc
WSO
+$3.58M
5
AAPL icon
Apple
AAPL
+$3.54M

Sector Composition

1 Technology 17%
2 Healthcare 14.98%
3 Industrials 14.27%
4 Financials 14.15%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$313K 0.06%
5,673
+128
202
$295K 0.05%
2,174
-142
203
$286K 0.05%
294
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204
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502
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205
$281K 0.05%
3,234
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206
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207
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3,238
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208
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209
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210
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3,175
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211
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212
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214
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215
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216
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217
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218
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220
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221
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222
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223
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224
$214K 0.04%
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225
$213K 0.04%
15,760
-6,400
7 8
9
10 11