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
$87.2B
AUM Growth
-$982M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1
+$286M
2
+$271M
3
+$268M
4
HSY icon
Hershey
HSY
+$264M
5
SAP icon
SAP
SAP
+$257M

Top Sells

1
+$337M
2
+$275M
3
+$209M
4
PINS icon
Pinterest
PINS
+$185M
5
INTU icon
Intuit
INTU
+$159M

Sector Composition

1 Technology 27.47%
2 Healthcare 12.88%
3 Financials 11.68%
4 Industrials 10.33%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,626
2002
– –
-521
2003
– –
-2,523
2004
– –
-6,702
2005
– –
-115
2006
– –
-1,618
2007
– –
-70,213
2008
– –
-9,700
2009
– –
-2,246
2010
– –
-291
2011
– –
-441
2012
– –
-1,522
2013
– –
-8,066
2014
– –
-391
2015
– –
-163
2016
– –
-11,292
2017
– –
-16,654
2018
– –
-19,900
2019
– –
-12,707
2020
– –
-1,307
2021
– –
-404
2022
– –
-99,271
2023
– –
-21,000
2024
– –
-1,089
2025
$0 ﹤0.01%
24
-193,885
79 80
81
82 83