MAMU

Marathon Asset Management (UK) Portfolio holdings

AUM $2.6B
1-Year Est. Return 25.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$22.6M
3
+$17.9M
4
BNS icon
Scotiabank
BNS
+$17.5M
5
ELV icon
Elevance Health
ELV
+$9.23M

Top Sells

1
+$428M
2
+$35.5M
3
+$25.7M
4
MGA icon
Magna International
MGA
+$14.3M
5
META icon
Meta Platforms (Facebook)
META
+$11M

Sector Composition

1 Financials 20.47%
2 Technology 19.35%
3 Industrials 12.21%
4 Consumer Discretionary 11.78%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.43M 0.24%
54,746
-775
77
$7.14M 0.23%
24,983
-1,743,852
78
$4.68M 0.15%
224,860
-3,026
79
$2.7M 0.09%
187,259
80
– –
-245,681
81
– –
-419,584
82
– –
-283,481
1 2 3
4