MCM

Marcato Capital Management Portfolio holdings

AUM $1.2M
1-Year Est. Return 84.7%
This Quarter Est. Return
1 Year Est. Return
+84.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$113M
3
+$100M
4
BID
Sotheby's
BID
+$63.8M
5
VYX icon
NCR Voyix
VYX
+$56.8M

Top Sells

1
+$11.5M

Sector Composition

1 Industrials 30.69%
2 Consumer Discretionary 28.89%
3 Technology 12.24%
4 Energy 8.68%
5 Real Estate 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$458M 20.36%
5,653,026
2
$343M 15.27%
4,405,230
3
$275M 12.24%
13,170,961
+2,719,305
4
$243M 10.8%
4,562,991
+1,200,000
5
$195M 8.68%
+3,583,472
6
$192M 8.53%
2,547,825
+190,624
7
$113M 5.04%
+1,762,205
8
$104M 4.62%
5,764,669
9
$100M 4.47%
+7,155,717
10
$91.2M 4.06%
3,768,523
11
$67.7M 3.01%
2,905,217
12
$44.5M 1.98%
1,992,394
13
$21.3M 0.95%
1,484,672
+75,000
14
– –
-198,000