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
$117M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.87M
3
+$1.77M
4
PSTG icon
Pure Storage
PSTG
+$1.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$954K

Top Sells

1
+$1.75M
2
+$1.52M
3
+$1.01M
4
ANET icon
Arista Networks
ANET
+$775K
5
TSLA icon
Tesla
TSLA
+$624K

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 24.2%
3 Financials 13.57%
4 Healthcare 12.7%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-69,400
52
– –
-107,121
53
– –
-34,075
1 2
3