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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
MHFWestern Asset Municipal High Income Fund Inc
Recent Activity
New Position
0.01%
$16,441
2,274 shares@ $7.23 avg price
ICFIshares Cohen & Steers Reit Etf
Recent Activity
New Position
0.01%
$16,148
245 shares@ $65.92 avg price
FTECFidelity Msci Information Technology Index
Recent Activity
New Position
0.01%
$15,182
87 shares@ $174.51 avg price
FNFFnf Group
Recent Activity
New Position
0.01%
$14,460
233 shares@ $62.07 avg price
EXPEagle Materials Inc
Recent Activity
New Position
0.01%
$14,383
50 shares@ $287.66 avg price
MGFMfs Government Markets Income Trust
Recent Activity
New Position
0.01%
$13,240
4,000 shares@ $3.31 avg price
MUMicron Technology Inc
Recent Activity
New Position
0.01%
$12,964
125 shares@ $103.72 avg price
MFCManulife Financial Corp
Recent Activity
New Position
0.01%
$12,293
416 shares@ $29.56 avg price
IWSIshares Russell Mid-cap Value Etf
Recent Activity
New Position
0.01%
$11,506
87 shares@ $132.26 avg price
TIPMfc Ishares Tips Bond Etf
Recent Activity
New Position
0.01%
$11,047
100 shares@ $110.47 avg price