MAI

Marble Arch Investments Portfolio holdings

AUM $82.3M
1-Year Est. Return 31.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$99.3M
2 +$53.2M
3 +$33M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$30.3M
5
PYPL icon
PayPal
PYPL
+$30.3M

Top Sells

1 +$93.6M
2 +$61M
3 +$32M
4
BHC icon
Bausch Health
BHC
+$30M
5
Z icon
Zillow
Z
+$12.2M

Sector Composition

1 Industrials 51.61%
2 Technology 15.98%
3 Communication Services 9.74%
4 Healthcare 8.24%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-574,975