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MAMU

Marathon Asset Management (UK) Portfolio holdings

AUM $2.61B
1-Year Est. Return 27.14%
This Fund
S&P 500
This Quarter Est. Return
+2.68%
1 Year Est. Return
+27.14%
3 Year Est. Return
+67.74%
5 Year Est. Return
+94.85%
10 Year Est. Return
+317.45%
AUM
$4.21B
AUM Growth
–
Cap. Flow
+$4.21B
Cap. Flow %
100.14%
Top 10 Hldgs %
35.05%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–

Top Buys

1
LUX
Luxottica Group
LUX
+$170M
2
RCI icon
Rogers Communications
RCI
+$169M
3
MCD icon
McDonald's
MCD
+$164M
4
COST icon
Costco
COST
+$163M
5
JNJ icon
Johnson & Johnson
JNJ
+$154M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.11%
2 Consumer Staples 15.89%
3 Financials 15.45%
4 Communication Services 11.35%
5 Healthcare 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
26
Automatic Data Processing
ADP
$98.5B
$69M 1.64%
+1,131,772
New +$67.5M
EMR icon
27
Emerson Electric
EMR
$76.2B
$68.3M 1.62%
+1,233,501
New +$69.4M
PAYX icon
28
Paychex
PAYX
$38.9B
$67.9M 1.61%
+1,853,010
New +$68.2M
PFE icon
29
Pfizer
PFE
$138B
$63.8M 1.52%
+2,420,714
New +$66.9M
FMS icon
30
Fresenius Medical Care
FMS
$13B
$62.7M 1.49%
+1,756,366
New +$61.1M
AXP icon
31
American Express
AXP
$242B
$62.1M 1.48%
+821,233
New +$58.4M
USB icon
32
US Bancorp
USB
$96.8B
$59.8M 1.42%
+1,638,341
New +$56.2M
EBAY icon
33
eBay
EBAY
$50B
$59.7M 1.42%
+2,682,723
New +$60.8M
TW
34
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$56.3M 1.34%
+676,529
New +$50.9M
MR
35
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$55.3M 1.31%
+1,460,163
New +$57.7M
ABT icon
36
Abbott
ABT
$155B
$52.2M 1.24%
+1,488,919
New +$54.6M
ORCL icon
37
Oracle
ORCL
$369B
$51.5M 1.22%
+1,710,180
New +$56.7M
GS icon
38
Goldman Sachs
GS
$336B
$51.3M 1.22%
+338,263
New +$51.6M
BKNG icon
39
Booking.com
BKNG
$135B
$50.9M 1.21%
+1,513,600
New +$46.2M
LM
40
DELISTED
Legg Mason, Inc.
LM
$47.1M 1.12%
+1,497,194
New +$48.9M
MRK icon
41
Merck
MRK
$298B
$45.2M 1.07%
+1,015,639
New +$45.4M
MTB icon
42
M&T Bank
MTB
$35.4B
$42.8M 1.02%
+379,406
New +$39.1M
SLG icon
43
SL Green Realty
SLG
$3.55B
$42.6M 1.01%
+498,910
New +$42.8M
ELV icon
44
Elevance Health
ELV
$92.7B
$39.1M 0.93%
+478,401
New +$35.8M
CBRE icon
45
CBRE Group
CBRE
$39B
$38.9M 0.92%
+1,670,563
New +$39.7M
CB
46
DELISTED
CHUBB CORPORATION
CB
$38.7M 0.92%
+452,176
New +$39.6M
JPM icon
47
JPMorgan Chase
JPM
$919B
$34.5M 0.82%
+656,982
New +$33.4M
WFC icon
48
Wells Fargo
WFC
$258B
$31.5M 0.75%
+762,436
New +$29.7M
LAZ icon
49
Lazard
LAZ
$4.27B
$31.1M 0.74%
+975,835
New +$32.6M
BFH icon
50
Bread Financial
BFH
$3.98B
$29.6M 0.7%
+206,122
New +$28.2M
1
2
3

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