MAI

Marble Arch Investments Portfolio holdings

AUM $82.3M
1-Year Est. Return 31.49%
This Quarter Est. Return
1 Year Est. Return
+31.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$116M
2 +$102M
3 +$96.9M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$89M
5
CRI icon
Carter's
CRI
+$81.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 19.59%
2 Communication Services 17.69%
3 Technology 17.37%
4 Healthcare 14.38%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.41M 0.34%
+150,000