MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Sells

1 +$3.6M
2 +$462K
3 +$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$18.1K 0.01%
247
152
$17.9K 0.01%
417
+4
153
$17.9K 0.01%
75
154
$17.7K 0.01%
367
155
$17.6K 0.01%
63
156
$17.1K 0.01%
244
157
$17K 0.01%
150
158
$16.4K 0.01%
60
159
$16.1K ﹤0.01%
100
160
$15.9K ﹤0.01%
182
+1
161
$15.9K ﹤0.01%
191
-90
162
$15.9K ﹤0.01%
76
163
$15.5K ﹤0.01%
47
164
$15.5K ﹤0.01%
582
165
$15.3K ﹤0.01%
48
166
$15.2K ﹤0.01%
100
167
$14.9K ﹤0.01%
330
+4
168
$14.4K ﹤0.01%
182
169
$14.2K ﹤0.01%
164
170
$14K ﹤0.01%
324
171
$14K ﹤0.01%
+250
172
$13.3K ﹤0.01%
251
173
$13.1K ﹤0.01%
+440
174
$12.5K ﹤0.01%
700
175
$12.3K ﹤0.01%
201