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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
$1.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$6.14M
3
+$5.95M
4
ECL icon
Ecolab
ECL
+$5.62M
5
KO icon
Coca-Cola
KO
+$5.39M

Top Sells

1
+$7.29M
2
+$6.24M
3
+$5.39M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.71M
5
STZ icon
Constellation Brands
STZ
+$4.56M

Sector Composition

1 Technology 10.33%
2 Healthcare 7.19%
3 Financials 6.11%
4 Consumer Discretionary 5.26%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
51
477
$1K ﹤0.01%
31
478
$1K ﹤0.01%
25
479
$1K ﹤0.01%
7
480
$1K ﹤0.01%
160
481
$1K ﹤0.01%
42
482
$1K ﹤0.01%
1
483
$1K ﹤0.01%
50
484
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18
485
$1K ﹤0.01%
55
-244
486
$1K ﹤0.01%
114
487
$1K ﹤0.01%
26
488
$1K ﹤0.01%
12
489
$1K ﹤0.01%
41
490
$1K ﹤0.01%
31
491
$1K ﹤0.01%
10
492
$1K ﹤0.01%
21
493
$1K ﹤0.01%
4
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$1K ﹤0.01%
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495
$1K ﹤0.01%
13
496
$1K ﹤0.01%
63
497
$1K ﹤0.01%
8
498
$1K ﹤0.01%
3
499
$1K ﹤0.01%
43
500
$1K ﹤0.01%
10
18 19
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