MBFW
Morton Brown Family Wealth Portfolio holdings
AUM $294M
AUM
$294M
AUM Growth
+$7.28M (+3%)
Cap. Flow
+$11.6M
Cap. Flow % of AUM
3.95%
Top 10 Holdings %Top 10 Hldgs %
77.02%
Holding
360
New
76
Increased
74
Reduced
34
Closed
35
Top Buys
| 1 | $2.42M | |
| 2 | $1.7M | |
| 3 | $1.43M | |
| 4 | $1.24M | |
| 5 | $1.11M |
Top Sells
| 1 | $753K | |
| 2 | $468K | |
| 3 | $250K | |
| 4 | $182K | |
| 5 | $180K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Financials | 0.44% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Industrials | 0.27% |
| 5 | Energy | 0.25% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.85K | 0% | 73 | New | +$5.85K | |||
| $5.71K | 0% | 120 | – | – | |||
| $5.64K | 0% | 34 | New | +$5.64K | |||
| $5.49K | 0% | 38 | – | – | |||
| $5.42K | 0% | 91 | New | +$5.42K | |||
| $5.26K | 0% | 139 | New | +$5.26K | |||
| $5.25K | 0% | 268 | New | +$5.25K | |||
| $5.17K | 0% | 64 | – | – | |||
| $5.1K | 0% | 51 | – | – | |||
| $4.94K | 0% | 28 | New | +$4.94K | |||
| $4.91K | 0% | 8 | New | +$4.91K | |||
| $4.85K | 0% | 724 | New | +$4.85K | |||
| $4.65K | 0% | 60 | – | – | |||
| $4.62K | 0% | 27 | – | – | |||
| $4.54K | 0% | 58 | New | +$4.54K | |||
| $4.48K | 0% | 9 | New | +$4.48K | |||
| $4.47K | 0% | 32 | New | +$4.47K | |||
| $4.39K | 0% | 8 | New | +$4.39K | |||
| $4.33K | 0% | 67 | New | +$4.33K | |||
| $4.32K | 0% | 50 | – | – | |||
| $4.22K | 0% | 17 | New | +$4.22K | |||
| $4.12K | 0% | 200 | – | – | |||
| $4.04K | 0% | 60 | – | – | |||
| $3.96K | 0% | 8 | New | +$3.96K | |||
| $3.95K | 0% | 22 | New | +$3.95K |
