We are live on ! Find out more
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
+9.68%
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
$4.06B
AUM Growth
-$57.2M
Cap. Flow
-$425M
Cap. Flow %
-10.45%
Top 10 Hldgs %
36.53%
Holding
64
New
5
Increased
9
Reduced
46
Closed
4

Top Buys

1
TRV icon
Travelers Companies
TRV
+$51.8M
2
TXN icon
Texas Instruments
TXN
+$46.6M
3
CB
CHUBB CORPORATION
CB
+$45.3M
4
ABT icon
Abbott
ABT
+$41.9M
5
USB icon
US Bancorp
USB
+$37M

Top Sells

1
CSCO icon
Cisco
CSCO
+$79.2M
2
MMM icon
3M
MMM
+$78.9M
3
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$60.1M
4
EMR icon
Emerson Electric
EMR
+$52.1M
5
MSFT icon
Microsoft
MSFT
+$49.2M

Sector Composition

1 Technology 18.98%
2 Financials 17.26%
3 Consumer Staples 15.55%
4 Communication Services 13.55%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
51
J.M. Smucker
SJM
$11.6B
$29.5M 0.72%
284,233
+31,642
+13% +$3.36M
CHRW icon
52
C.H. Robinson
CHRW
$23.5B
$27.8M 0.68%
476,645
+63,209
+15% +$3.72M
SAPE
53
DELISTED
SAPIENT CORP
SAPE
$26.3M 0.65%
1,516,615
-187,009
-11% -$2.97M
CLX icon
54
Clorox
CLX
$11.5B
$25.2M 0.62%
271,757
-25,429
-9% -$2.29M
EXPD icon
55
Expeditors International
EXPD
$23.3B
$24.9M 0.61%
563,636
-16,052
-3% -$701K
CIB icon
56
Grupo Cibest SA
CIB
$19.5B
$15.6M 0.38%
318,166
+213,600
+204% +$11.4M
SQM icon
57
Sociedad Química y Minera de Chile
SQM
$20.8B
$7.02M 0.17%
+278,594
New +$7.2M
PBR icon
58
Petrobras
PBR
$115B
$2.4M 0.06%
173,842
-7,500
-4% -$116K
VCO
59
DELISTED
Vina Concha Y Toro 50 Shrs
VCO
$2.09M 0.05%
56,273
-8,800
-14% -$323K
TSM icon
60
TSMC
TSM
$2.18T
$1.86M 0.05%
106,535
-54,775
-34% -$973K
CSCO icon
61
Cisco
CSCO
$462B
– –
-3,382,082
Closed -$79.2M
CX icon
62
Cemex
CX
$18.5B
– –
-454,357
Closed -$4.34M
JPM icon
63
JPMorgan Chase
JPM
$919B
– –
-676,078
Closed -$34.9M
TCOM icon
64
Trip.com Group
TCOM
$26.7B
– –
-388,854
Closed -$11.3M
1 2
3

Similar funds

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $2.61B AUM 11.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.63B AUM 16.75% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.63B AUM 11.74% 1-Year Est. Return