Macquarie Group

Macquarie Group Portfolio holdings

AUM $22.8B
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.7B
AUM Growth
-$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$678M
2
+$621M
3
+$514M
4
CAT icon
Caterpillar
CAT
+$412M
5
AMZN icon
Amazon
AMZN
+$187M

Top Sells

1
+$732M
2
+$656M
3
+$271M
4
INTC icon
Intel
INTC
+$201M
5
CAH icon
Cardinal Health
CAH
+$185M

Sector Composition

1 Healthcare 18.65%
2 Technology 14.79%
3 Financials 14.68%
4 Consumer Staples 9.18%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-43,160
1977
– –
-848,000
1978
– –
0
1979
– –
-46,700
1980
– –
-4,097
1981
– –
-790,302
1982
– –
-10,552
1983
– –
-150,000
1984
– –
-250,000
1985
– –
-4,400
1986
– –
-2,174,333
1987
– –
-267,571
1988
– –
-153,941
76 77 78 79
80