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
$107M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$807K
3 +$740K
4
EW icon
Edwards Lifesciences
EW
+$487K
5
BOX icon
Box
BOX
+$446K

Sector Composition

1 Technology 23.18%
2 Consumer Discretionary 22.82%
3 Healthcare 15.22%
4 Financials 13.8%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-16,350