M

MOTCO Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$3.12M
3 +$1.01M
4
MET icon
MetLife
MET
+$313K
5
CVX icon
Chevron
CVX
+$313K

Top Sells

1 +$5.46M
2 +$3.53M
3 +$931K
4
AAPL icon
Apple
AAPL
+$572K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$388K

Sector Composition

1 Technology 7.68%
2 Healthcare 5.62%
3 Consumer Staples 5.57%
4 Financials 5.21%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31K ﹤0.01%
1,760
227
$30K ﹤0.01%
+600
228
$28K ﹤0.01%
243
229
$28K ﹤0.01%
+21
230
$27K ﹤0.01%
1,000
231
$26K ﹤0.01%
300
232
$26K ﹤0.01%
285
233
$26K ﹤0.01%
267
234
$26K ﹤0.01%
408
235
$25K ﹤0.01%
981
236
$25K ﹤0.01%
276
237
$24K ﹤0.01%
139
238
$24K ﹤0.01%
180
239
$23K ﹤0.01%
168
240
$23K ﹤0.01%
293
241
$23K ﹤0.01%
160
242
$23K ﹤0.01%
275
243
$23K ﹤0.01%
235
244
$23K ﹤0.01%
475
-476
245
$23K ﹤0.01%
202
246
$22K ﹤0.01%
730
247
$22K ﹤0.01%
500
248
$21K ﹤0.01%
791
249
$21K ﹤0.01%
101
250
$21K ﹤0.01%
2,890
+1,707