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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
+5.12%
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
$6.49B
AUM Growth
+$408M
(+6.7%)
Cap. Flow
+$173M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
27.39%
Holding
105
New
–
Increased
78
Reduced
19
Closed
5
Top Buys
| 1 |
Merck
MRK
|
+$88.7M |
| 2 |
Hershey
HSY
|
+$52.5M |
| 3 |
B
Barrick Mining
B
|
+$38.4M |
| 4 |
Travelers Companies
TRV
|
+$35.1M |
| 5 |
Archer Daniels Midland
ADM
|
+$26M |
Top Sells
| 1 |
PayPal
PYPL
|
+$45.3M |
| 2 |
Nike
NKE
|
+$28M |
| 3 |
Estee Lauder
EL
|
+$24M |
| 4 |
MON
Monsanto Co
MON
|
+$22.5M |
| 5 |
American International
AIG
|
+$20.6M |
Sector Composition
| 1 | Financials | 21.27% |
| 2 | Consumer Staples | 15.19% |
| 3 | Technology | 11.19% |
| 4 | Communication Services | 10.87% |
| 5 | Consumer Discretionary | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Johnson & Johnson
JNJ
$609B
| $270M | 4.16% |
1,934,235
+46,729
| +2% | +$6.51M |
|
2
Oracle
ORCL
$375B
| $213M | 3.27% |
4,494,494
+176,090
| +4% | +$8.64M |
|
3
Baidu
BIDU
$36.8B
| $193M | 2.97% |
822,386
-332
| -0% | -$81.2K |
|
|
4
Hershey
HSY
$34.6B
| $192M | 2.96% |
1,694,259
+477,539
| +39% | +$52.5M |
|
|
PX
5
DELISTED
Praxair Inc
PX
| $172M | 2.65% |
1,110,411
-68,936
| -6% | -$10.2M |
|
|
6
Travelers Companies
TRV
$71.7B
| $172M | 2.64% |
1,264,352
+265,724
| +27% | +$35.1M |
|
7
US Bancorp
USB
$97.1B
| $145M | 2.24% |
2,695,842
+201,893
| +8% | +$10.9M |
|
8
Alphabet (Google) Class A
GOOGL
$4.34T
| $141M | 2.18% |
2,684,080
+71,680
| +3% | +$3.7M |
|
9
Canadian Natural Resources
CNQ
$89B
| $141M | 2.17% |
7,961,174
+78,072
| +1% | +$1.31M |
|
10
Coca-Cola
KO
$359B
| $140M | 2.15% |
3,043,717
-30,710
| -1% | -$1.41M |
|
11
Brookfield
BN
$106B
| $139M | 2.14% |
8,903,637
+79,656
| +0.9% | +$1.2M |
|
|
12
Merck
MRK
$298B
| $134M | 2.07% |
2,484,596
+1,600,677
| +181% | +$88.7M |
|
13
Procter & Gamble
PG
$340B
| $132M | 2.03% |
1,432,946
+39,774
| +3% | +$3.58M |
|
14
Intel
INTC
$535B
| $127M | 1.95% |
2,746,300
+199,461
| +8% | +$8.7M |
|
15
Texas Instruments
TXN
$278B
| $123M | 1.9% |
1,180,254
-31,562
| -3% | -$3.07M |
|
16
Wells Fargo
WFC
$263B
| $122M | 1.87% |
2,002,942
+210,066
| +12% | +$11.9M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.07T
| $120M | 1.85% |
606,952
+61,789
| +11% | +$11.7M |
|
18
Colgate-Palmolive
CL
$73.2B
| $114M | 1.75% |
1,507,796
+44,108
| +3% | +$3.22M |
|
19
Waters Corp
WAT
$36.9B
| $114M | 1.75% |
588,384
-76,365
| -11% | -$14.7M |
|
20
McDonald's
MCD
$192B
| $111M | 1.71% |
645,488
-96,082
| -13% | -$16.1M |
|
|
21
Archer Daniels Midland
ADM
$39.5B
| $105M | 1.62% |
2,622,753
+633,104
| +32% | +$26M |
|
22
Loews
L
$23.7B
| $104M | 1.6% |
2,082,148
+34,263
| +2% | +$1.69M |
|
23
Booking.com
BKNG
$137B
| $103M | 1.59% |
1,484,300
+114,250
| +8% | +$8.28M |
|
|
24
Alphabet (Google) Class C
GOOG
$4.32T
| $99.3M | 1.53% |
1,897,280
+30,160
| +2% | +$1.54M |
|
25
American Express
AXP
$243B
| $93.4M | 1.44% |
940,294
+15,163
| +2% | +$1.44M |
|
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