MAM

Magellan Asset Management Portfolio holdings

AUM $8.75B
1-Year Est. Return 19.95%
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.8B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.53B
2 +$727M
3 +$637M
4
ES icon
Eversource Energy
ES
+$578M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$350M

Top Sells

1 +$1.69B
2 +$1.13B
3 +$1.09B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.01B
5
AAPL icon
Apple
AAPL
+$549M

Sector Composition

1 Consumer Discretionary 21.82%
2 Communication Services 17.63%
3 Utilities 15.15%
4 Technology 14.87%
5 Financials 13.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$33K ﹤0.01%
+351
77
$30K ﹤0.01%
+68
78
$27K ﹤0.01%
133
-36
79
-1,685
80
-432