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
$10B
AUM Growth
-$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$55.6M
3
+$44.2M
4
CSX icon
CSX Corp
CSX
+$31.5M
5
ZBH icon
Zimmer Biomet
ZBH
+$29.6M

Top Sells

1
+$222M
2
+$158M
3
+$157M
4
HCA icon
HCA Healthcare
HCA
+$123M
5
AAPL icon
Apple
AAPL
+$101M

Sector Composition

1 Utilities 21.35%
2 Consumer Discretionary 15.14%
3 Technology 13.1%
4 Healthcare 11.85%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
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