MAMNY

Marathon Asset Management (New York) Portfolio holdings

AUM $62.3M
1-Year Est. Return 46.1%
This Quarter Est. Return
1 Year Est. Return
+46.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.6M
3
+$19.3M
4
HRI icon
Herc Holdings
HRI
+$12.2M
5
MBI icon
MBIA
MBI
+$10.2M

Top Sells

1
+$20M
2
+$14.9M
3
+$12.9M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$11.6M
5
CS
Credit Suisse Group
CS
+$11.1M

Sector Composition

1 Financials 38.4%
2 Energy 18.51%
3 Industrials 17.44%
4 Consumer Discretionary 16.06%
5 Real Estate 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-420,000
28
– –
-40,000
29
– –
0
1
2