MPW

MASECO Private Wealth Portfolio holdings

AUM $2.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.32%
2 Technology 0.25%
3 Communication Services 0.18%
4 Healthcare 0.16%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21.3K ﹤0.01%
+162
252
$20.4K ﹤0.01%
+86
253
$20.3K ﹤0.01%
+65
254
$20K ﹤0.01%
+456
255
$19.8K ﹤0.01%
+93
256
$19.6K ﹤0.01%
+160
257
$19.6K ﹤0.01%
+530
258
$19.2K ﹤0.01%
+62
259
$19.1K ﹤0.01%
+140
260
$18.9K ﹤0.01%
+141
261
$18.8K ﹤0.01%
+94
262
$18.6K ﹤0.01%
+128
263
$18.6K ﹤0.01%
+138
264
$18.5K ﹤0.01%
+170
265
$18.2K ﹤0.01%
+424
266
$18.2K ﹤0.01%
+128
267
$18.1K ﹤0.01%
+157
268
$17.8K ﹤0.01%
+99
269
$17.6K ﹤0.01%
+196
270
$17.4K ﹤0.01%
+585
271
$17.3K ﹤0.01%
+174
272
$17.1K ﹤0.01%
+689
273
$17.1K ﹤0.01%
+215
274
$16.7K ﹤0.01%
+695
275
$16.7K ﹤0.01%
+349