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
$58B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,383
New
Increased
Reduced
Closed

Top Buys

1
+$673M
2
+$237M
3
+$230M
4
KMB icon
Kimberly-Clark
KMB
+$215M
5
GIS icon
General Mills
GIS
+$177M

Top Sells

1
+$736M
2
+$167M
3
+$122M
4
AGN
Allergan plc
AGN
+$112M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$108M

Sector Composition

1 Healthcare 16.89%
2 Financials 15.9%
3 Technology 12.4%
4 Energy 9.16%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$24K ﹤0.01%
1,100
-6,600
2027
$24K ﹤0.01%
600
-4,100
2028
$24K ﹤0.01%
+1,387
2029
$24K ﹤0.01%
4,500
-25,700
2030
$24K ﹤0.01%
3,300
+1,600
2031
$24K ﹤0.01%
69,667
2032
$23K ﹤0.01%
566
-1,020
2033
$23K ﹤0.01%
2,000
-12,000
2034
$23K ﹤0.01%
+2,200
2035
$22K ﹤0.01%
1,868
-34,672
2036
$22K ﹤0.01%
2,590
-3,600
2037
$22K ﹤0.01%
1,100
-11,700
2038
$22K ﹤0.01%
+500
2039
$21K ﹤0.01%
+600
2040
$21K ﹤0.01%
+1,850
2041
$21K ﹤0.01%
2,200
-1,900
2042
$20K ﹤0.01%
+7,500
2043
$20K ﹤0.01%
+1,709
2044
$20K ﹤0.01%
+700
2045
$19K ﹤0.01%
+1,200
2046
$19K ﹤0.01%
1,007
-25,700
2047
$19K ﹤0.01%
520
2048
$19K ﹤0.01%
+500
2049
$18K ﹤0.01%
+44
2050
$18K ﹤0.01%
+2,407
80 81
82
83 84