M

MOTCO Portfolio holdings

AUM $1.1B
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
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 +$4.31M
2 +$3.24M
3 +$1.01M
4
CVX icon
Chevron
CVX
+$341K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1 +$5.46M
2 +$3.64M
3 +$1.01M
4
AAPL icon
Apple
AAPL
+$584K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$409K

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
451
$0 ﹤0.01%
5
452
-1,320