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Marks Group Wealth Management, Inc Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Marks Group Wealth Management, Inc with $1.1B in long positions as of Q3 2025, 24% allocated to Industrials, and 18% concentrated in top 10 positions.
- Portfolio Value
- $1.1B
- Top 10 Concentration
- 18%
- Top Sector
- Industrials (24%)
- Market Cap Focus
- Large Cap
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
74 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- 86.3%
- Persistent Holdings Weight
- 95.24%
- Persistent Positions
- 252
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.14%
- Avg. Position Weight
- 0.34%
- Largest Position
Alphabet Inc. Class C Capital StockGOOG - 3.46%- Largest Ownership Stake
First Financial Corporation Common StockTHFF - 0.20%- Avg. Ownership Stake
- 0.02%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2019)
- Avg. New Position
- 0.31%
- Avg. Ownership Stake
- 0.03%
- Largest Position
- Alphabet Inc. Class C Capital StockGOOG - 3.46% (Q3 2025)
- Largest Ownership Stake
Kadant Inc.KAI - 0.44% (Q1 2020)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 6.3%
- Value Traded
- $66.96M
- Positions Added
- 9
- Positions Exited
- 13
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 9.7%
- Avg. Positions Added
- 25
- Avg. Positions Exited
- 17
- Highest Turnover
- 50.0%Q4 2019
- Lowest Turnover
- 2.2%Q4 2024