MPW
MASECO Private Wealth Portfolio holdings
AUM
$2.63B
1 Year Est. Return
–
AUM
$2.63B
AUM Growth
–
Holding
509
Top Buys
| 1 | +$529M | |
| 2 | +$315M | |
| 3 | +$211M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$145M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$129M |
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 | |
|---|---|---|---|---|---|---|
501
Arthur J. Gallagher & Co
AJG
$71.4B
| $320 | ﹤0.01% |
+1
|
|
||
502
Universal Display
OLED
$6.93B
| $309 | ﹤0.01% |
+2
|
|
||
503
Vimeo
VMEO
$1.29B
| $303 | ﹤0.01% |
+75
|
|
||
504
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $218 | ﹤0.01% |
+4
|
|
||
505
Viatris
VTRS
$11.8B
| $179 | ﹤0.01% |
+20
|
|
||
|
STRZ
506
Starz Entertainment Corp
STRZ
$189M
| $161 | ﹤0.01% |
+10
|
|
||
507
Veralto
VLTO
$25.2B
| $101 | ﹤0.01% |
+1
|
|
||
508
HDFC Bank
HDB
$182B
| $77 | ﹤0.01% |
+1
|
|
||
509
Honda
HMC
$39.8B
| $29 | ﹤0.01% |
+1
|
|