MC

Marcus Capital Portfolio holdings

AUM $34.3M
1-Year Est. Return 30.44%
This Quarter Est. Return
1 Year Est. Return
+30.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$811K
2 +$778K
3 +$608K
4
DATA
Tableau Software, Inc.
DATA
+$571K
5
CMG icon
Chipotle Mexican Grill
CMG
+$434K

Top Sells

1 +$2.42M
2 +$814K
3 +$593K
4
CELG
Celgene Corp
CELG
+$538K
5
WFM
Whole Foods Market Inc
WFM
+$283K

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 20.99%
3 Financials 12.4%
4 Healthcare 10.45%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.21%
6,851
+105
52
-10,000