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
$92.8M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.54M
3 +$574K
4
EW icon
Edwards Lifesciences
EW
+$494K
5
BOX icon
Box
BOX
+$417K

Sector Composition

1 Technology 25.56%
2 Consumer Discretionary 22.27%
3 Financials 14.55%
4 Healthcare 11.86%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,183
52
-70,300