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Paula Duvall

@Motco

Latest period2024 - Q3ReportedManaged Assets$1.001BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TJXTjx Companies Inc
Recent Activity
Decreased -7.62%
1.22%
$12.164M
103,484 shares@ $117.54 avg price
ICEIntercontinental Exchange Group Inc
Recent Activity
Decreased -7.58%
1.22%
$12.118M
75,434 shares@ $160.65 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -7.55%
1.2%
$11.927M
101,753 shares@ $117.23 avg price
LLYEli Lilly & Co
Recent Activity
Increased 45.77%
1.17%
$11.699M
13,205 shares@ $885.94 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -6.34%
1.16%
$11.516M
55,803 shares@ $206.36 avg price
USTBVictory Shares S-t Bond Etf
Recent Activity
New Position
1.14%
$11.348M
223,348 shares@ $50.82 avg price
LOWLowe's Cos. Inc.
Recent Activity
Decreased -3.86%
1.11%
$11.097M
40,970 shares@ $270.85 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -8.37%
1.1%
$10.923M
22,062 shares@ $495.12 avg price
UNHUnitedhealth Group Inc.
Recent Activity
Decreased -5.02%
1.1%
$10.92M
18,677 shares@ $584.68 avg price
CRMSalesforce Inc.
Recent Activity
Decreased -4.36%
1.06%
$10.564M
38,595 shares@ $273.71 avg price