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
$59.1B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,409
New
Increased
Reduced
Closed

Top Buys

1
+$537M
2
+$93.8M
3
+$90.7M
4
ROKU icon
Roku
ROKU
+$84.5M
5
BILL icon
BILL Holdings
BILL
+$78.9M

Top Sells

1
+$659M
2
+$395M
3
+$232M
4
LOW icon
Lowe's Companies
LOW
+$174M
5
XYZ
Block Inc
XYZ
+$140M

Sector Composition

1 Technology 18.03%
2 Healthcare 16.06%
3 Financials 13.24%
4 Industrials 10.22%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$34K ﹤0.01%
2,207
1977
$34K ﹤0.01%
1,492
1978
$34K ﹤0.01%
1,942
1979
$34K ﹤0.01%
706
1980
$33K ﹤0.01%
2,637
-1,390
1981
$33K ﹤0.01%
1,038
1982
$33K ﹤0.01%
1,125
1983
$33K ﹤0.01%
1,036
1984
$33K ﹤0.01%
85
1985
$33K ﹤0.01%
1,691
1986
$33K ﹤0.01%
1,482
1987
$32K ﹤0.01%
1,066
1988
$32K ﹤0.01%
+1,371
1989
$32K ﹤0.01%
2,179
-39,319
1990
$32K ﹤0.01%
1,420
1991
$32K ﹤0.01%
2,787
1992
$32K ﹤0.01%
744
1993
$32K ﹤0.01%
11,181
1994
$32K ﹤0.01%
1,903
1995
$32K ﹤0.01%
4,661
1996
$32K ﹤0.01%
1,070
1997
$32K ﹤0.01%
2,138
1998
$31K ﹤0.01%
2,400
1999
$31K ﹤0.01%
2,920
2000
$31K ﹤0.01%
3,157
78 79
80
81 82