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
$1.04B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$63.1M
2 +$54.6M
3 +$42.6M
4
APD icon
Air Products & Chemicals
APD
+$25.1M
5
SPR
Spirit AeroSystems
SPR
+$24.4M

Top Sells

1 +$67.4M
2 +$66M
3 +$53.4M
4
CBRE icon
CBRE Group
CBRE
+$49.8M
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$45.4M

Sector Composition

1 Technology 43.43%
2 Healthcare 21.54%
3 Communication Services 12.01%
4 Industrials 7.78%
5 Financials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-229,001