Macquarie Group

Macquarie Group Portfolio holdings

AUM $85.7B
1-Year Est. Return 21.69%
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117B
AUM Growth
-$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,723
New
Increased
Reduced
Closed

Top Buys

1
+$591M
2
+$357M
3
+$213M
4
AMZN icon
Amazon
AMZN
+$202M
5
INSP icon
Inspire Medical Systems
INSP
+$178M

Top Sells

1
+$382M
2
+$280M
3
+$271M
4
DFS
Discover Financial Services
DFS
+$262M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$256M

Sector Composition

1 Technology 24.47%
2 Healthcare 15.04%
3 Financials 13.69%
4 Consumer Discretionary 10.26%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$77K ﹤0.01%
2,246
2002
$77K ﹤0.01%
1,135
2003
$76K ﹤0.01%
2,523
2004
$76K ﹤0.01%
1,511
2005
$76K ﹤0.01%
565
2006
$76K ﹤0.01%
4,386
-2,066
2007
$76K ﹤0.01%
+530
2008
$75K ﹤0.01%
2,159
2009
$75K ﹤0.01%
829
2010
$75K ﹤0.01%
+2,845
2011
$74K ﹤0.01%
3,249
-152,348
2012
$74K ﹤0.01%
1,486
2013
$74K ﹤0.01%
11,162
+9,229
2014
$74K ﹤0.01%
1,112
-894
2015
$73K ﹤0.01%
717
2016
$73K ﹤0.01%
554
2017
$73K ﹤0.01%
2,838
+1,947
2018
$73K ﹤0.01%
1,022
2019
$73K ﹤0.01%
2,324
2020
$73K ﹤0.01%
944
2021
$73K ﹤0.01%
2,881
-4,294
2022
$73K ﹤0.01%
9,190
+7,511
2023
$72K ﹤0.01%
695
+495
2024
$72K ﹤0.01%
991
2025
$72K ﹤0.01%
2,550
79 80
81
82 83