Paula Duvall

@Motco

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$1.001B

Total holdings597

Assets growth rate-40.94%

Assets growth rate (2-Q avg)-19.81%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Motco's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 597 positions.

Assets under management

The assets under management (AUM) of Motco over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.001B in assets, with a quarterly growth rate of -40.94% and a 2-quarter average growth rate of -19.81%. The portfolio is managed by Paula Duvall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PWRQuanta Services, Inc. Recent Activity New Position	0.01%	$54,263 182 shares@ $298.15 avg price	New Position
BUDAnheuser-busch Inbev Nv-spn Adr Recent Activity New Position	0.01%	$53,496 807 shares@ $66.29 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.01%	$50,456 806 shares@ $62.61 avg price	New Position
SIRISirius Xm Holdings Inc Recent Activity New Position	0.01%	$37,201 1,573 shares@ $23.65 avg price	New Position
EOGEog Resources Inc Recent Activity New Position	0.01%	$33,683 274 shares@ $122.94 avg price	New Position
SUSBIshares Esg 1-5 Year Usd Corp Bond Recent Activity New Position	0.01%	$21,738 864 shares@ $25.16 avg price	New Position
CINFCincinnati Financial Corp Recent Activity New Position	0.01%	$20,418 150 shares@ $136.12 avg price	New Position
CFGCitizens Financial Group Inc Recent Activity New Position	0.01%	$20,124 490 shares@ $41.07 avg price	New Position
FEFirstenergy Corp Recent Activity New Position	0.01%	$19,292 435 shares@ $44.35 avg price	New Position
TLTMfc Ishares Barclays 20 Year Treasury Bd Etf Recent Activity New Position	0.01%	$18,639 190 shares@ $98.1 avg price	New Position