MAMU

Marathon Asset Management (UK) Portfolio holdings

AUM $3.12B
1-Year Est. Return 24.18%
This Quarter Est. Return
1 Year Est. Return
+24.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.07B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$263M
3
+$160M
4
FI icon
Fiserv
FI
+$157M
5
SPGI icon
S&P Global
SPGI
+$152M

Top Sells

1
+$235M
2
+$207M
3
+$195M
4
HSY icon
Hershey
HSY
+$186M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$167M

Sector Composition

1 Financials 20.27%
2 Technology 18.77%
3 Healthcare 13.96%
4 Communication Services 11.62%
5 Consumer Discretionary 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.8M 0.48%
914,308
+201,650
77
$38.1M 0.47%
292,876
-744,832
78
$37.8M 0.47%
717,046
+158,290
79
$35.6M 0.44%
+1,982,326
80
$34.5M 0.43%
+5,385,132
81
$33.8M 0.42%
4,022,058
+2,678,356
82
$28.2M 0.35%
585,854
+129,392
83
$19.1M 0.24%
1,002,516
-2,541,841
84
$9.82M 0.12%
398,967
-10,237
85
$9.72M 0.12%
80,542
-1,017
86
$2.25M 0.03%
31,938
+24,196
87
– –
-623,012
88
– –
-239,880
89
– –
-3,242,880
90
– –
-4,043
91
– –
-899,218
92
– –
-1,123,196
93
– –
-612,809
94
– –
-688,431
95
– –
-230,299
96
– –
-494,889
97
– –
-207,737
98
– –
-1,008,654
99
– –
-528,100
100
– –
-469,393
1 2 3
4
5