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MOTCO Portfolio holdings

AUM $1.08B
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
+0.37%
1 Year Est. Return
+20.09%
3 Year Est. Return
+48.72%
5 Year Est. Return
+59.55%
10 Year Est. Return
+131.51%
AUM
$786M
AUM Growth
Cap. Flow
+$793M
Cap. Flow %
100.81%
Top 10 Hldgs %
30.76%
Holding
612
New
612
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 5.78%
2 Technology 5.67%
3 Healthcare 5.55%
4 Financials 4.88%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GD icon
176
General Dynamics
GD
$103B
$74K 0.01%
+945
New +$70.3K
ABT icon
177
Abbott
ABT
$188B
$73K 0.01%
+2,098
New +$77K
MDLZ icon
178
Mondelez International
MDLZ
$83.4B
$72K 0.01%
+2,514
New +$76.5K
MRSH
179
Marsh
MRSH
$94.3B
$72K 0.01%
+1,800
New +$70.4K
XLI icon
180
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$72K 0.01%
+1,689
New +$71.7K
XLP icon
181
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$72K 0.01%
+1,809
New +$73.6K
HD icon
182
Home Depot
HD
$337B
$71K 0.01%
+920
New +$69.1K
XLV icon
183
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$71K 0.01%
+1,496
New +$71.7K
NOC icon
184
Northrop Grumman
NOC
$76B
$67K 0.01%
+805
New +$62.7K
HR
185
DELISTED
Healthcare Realty Trust Incorporated
HR
$66K 0.01%
+2,605
New +$72.8K
ADBE icon
186
Adobe
ADBE
$105B
$64K 0.01%
+1,410
New +$62.5K
XLB icon
187
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$63K 0.01%
+3,286
New +$65K
WBA
188
DELISTED
Walgreens Boots Alliance
WBA
$61K 0.01%
+1,392
New +$67.8K
AUNZ
189
DELISTED
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
$58K 0.01%
+2,945
New +$63.9K
LOW icon
190
Lowe's Companies
LOW
$121B
$57K 0.01%
+1,391
New +$56K
CMCSK
191
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$57K 0.01%
+1,442
New +$57K
BP icon
192
BP
BP
$112B
$56K 0.01%
+1,627
New +$56.6K
STIP icon
193
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$55K 0.01%
+550
New +$56.2K
CI icon
194
Cigna
CI
$78.4B
$53K 0.01%
+730
New +$49.2K
GS icon
195
Goldman Sachs
GS
$289B
$53K 0.01%
+351
New +$53.5K
JWN
196
DELISTED
Nordstrom
JWN
$53K 0.01%
+886
New +$51.4K
ARCC icon
197
Ares Capital
ARCC
$13.4B
$51K 0.01%
+2,975
New +$51.9K
HSEA.CL
198
DELISTED
HSBC Holdings plc
HSEA.CL
$51K 0.01%
+2,000
New +$51.5K
CMCSA icon
199
Comcast
CMCSA
$87.3B
$50K 0.01%
+2,388
New +$49.3K
IYE icon
200
iShares US Energy ETF
IYE
$1.72B
$50K 0.01%
+1,200
New +$54.2K

Similar funds

MOTCO's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for MOTCO, which disclosed 612 positions worth $786M. Its ten largest holdings account for 31% of the portfolio.

Its largest position is SPDR Gold Trust: 112,800 shares worth $13.4M.

By sector, the portfolio is most concentrated in Energy at 5.8% of assets, followed by Technology and Healthcare.

  • MOTCO's largest Q2 2013 buy was SPDR Gold Trust: 112,800 shares worth $13.4M.
  • MOTCO's ten largest holdings make up 31% of its $786M portfolio in Q2 2013.
  • MOTCO disclosed 612 positions in Q2 2013, its first 13F filing on record.

Based on MOTCO's 13F filing for Q2 2013, filed 13 Aug 2013.