MAI
Marble Arch Investments Portfolio holdings
AUM
$82.3M
This Quarter Return
+6.82%
1 Year Return
+31.49%
3 Year Return
+48.14%
5 Year Return
+163.75%
10 Year Return
–
AUM
$1.3B
AUM Growth
+$1.3B
(-14%)
Cap. Flow
-$269M
Cap. Flow
% of AUM
-20.7%
Top 10 Holdings %
Top 10 Hldgs %
71.76%
Holding
26
New
5
Increased
2
Reduced
12
Closed
5
Top Buys
| 1 |
D.R. Horton
DHI
|
$96.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$56.6M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$47.2M |
| 4 |
Booking.com
BKNG
|
$38.9M |
| 5 |
Salesforce
CRM
|
$10.2M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$73.2M |
| 2 |
PayPal
PYPL
|
$64.7M |
| 3 |
CDK
CDK Global, Inc.
CDK
|
$62.9M |
| 4 |
Comcast
CMCSA
|
$58.4M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
$42.3M |
Sector Composition
| 1 | Industrials | 30.64% |
| 2 | Technology | 22.24% |
| 3 | Communication Services | 19.3% |
| 4 | Financials | 17.42% |
| 5 | Consumer Discretionary | 10.4% |