MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
+17
227
$1K ﹤0.01%
+21
228
$1K ﹤0.01%
+4
229
$1K ﹤0.01%
+116
230
$1K ﹤0.01%
32
-5
231
$1K ﹤0.01%
+19
232
$1K ﹤0.01%
+12
233
$1K ﹤0.01%
+14
234
$1K ﹤0.01%
+13
235
$1K ﹤0.01%
+20
236
$1K ﹤0.01%
+13
237
$1K ﹤0.01%
+18
238
$1K ﹤0.01%
25
239
$1K ﹤0.01%
+9
240
$1K ﹤0.01%
+6
241
$1K ﹤0.01%
+9
242
$1K ﹤0.01%
+5
243
$1K ﹤0.01%
+5
244
$1K ﹤0.01%
100
245
$1K ﹤0.01%
33
246
$1K ﹤0.01%
+12
247
$1K ﹤0.01%
+7
248
$1K ﹤0.01%
+46
249
$1K ﹤0.01%
+44
250
$1K ﹤0.01%
+26