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M

MOTCO Portfolio holdings

AUM $1.08B
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$959M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.55M
3
+$4.43M
4
APD icon
Air Products & Chemicals
APD
+$3.21M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$7.88M
2
+$4.09M
3
+$418K
4
VNO icon
Vornado Realty Trust
VNO
+$343K
5
PYPL icon
PayPal
PYPL
+$272K

Sector Composition

1 Technology 7.62%
2 Financials 6.36%
3 Healthcare 5.94%
4 Consumer Staples 5.19%
5 Industrials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
270
352
$11K ﹤0.01%
194
-1
353
$11K ﹤0.01%
+134
354
$10K ﹤0.01%
329
-6
355
$10K ﹤0.01%
206
356
$10K ﹤0.01%
300
357
$10K ﹤0.01%
33
358
$9K ﹤0.01%
+341
359
$9K ﹤0.01%
+500
360
$8K ﹤0.01%
145
361
$8K ﹤0.01%
350
362
$8K ﹤0.01%
238
363
$8K ﹤0.01%
72
364
$8K ﹤0.01%
300
365
$8K ﹤0.01%
144
366
$8K ﹤0.01%
141
367
$7K ﹤0.01%
211
368
$7K ﹤0.01%
86
369
$7K ﹤0.01%
280
370
$7K ﹤0.01%
131
371
$7K ﹤0.01%
228
-138
372
$7K ﹤0.01%
280
-224
373
$6K ﹤0.01%
21
374
$6K ﹤0.01%
+508
375
$6K ﹤0.01%
73
13 14
15
16 17