MS

Marshall & Sullivan Portfolio holdings

AUM $216M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$988K
3 +$265K
4
TSLA icon
Tesla
TSLA
+$257K
5
PYPL icon
PayPal
PYPL
+$182K

Top Sells

1 +$1.11M
2 +$816K
3 +$715K
4
SBUX icon
Starbucks
SBUX
+$622K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$294K

Sector Composition

1 Technology 21.23%
2 Healthcare 15.95%
3 Consumer Discretionary 13.59%
4 Financials 9.31%
5 Communication Services 6.65%