MC
Marcus Capital Portfolio holdings
AUM
$34.3M
This Quarter Return
+5.17%
1 Year Return
+30.44%
3 Year Return
+101.65%
5 Year Return
–
10 Year Return
–
AUM
$70.4M
AUM Growth
+$70.4M
(-40%)
Cap. Flow
-$50.7M
Cap. Flow
% of AUM
-72.01%
Top 10 Holdings %
Top 10 Hldgs %
40.45%
Holding
51
New
1
Increased
–
Reduced
41
Closed
6
Top Buys
| 1 |
Boeing
BA
|
$254K |
Top Sells
| 1 |
Tesla
TSLA
|
$2.56M |
| 2 |
Wynn Resorts
WYNN
|
$2.22M |
| 3 |
Visa
V
|
$2.1M |
| 4 |
Amazon
AMZN
|
$1.95M |
| 5 |
Qualcomm
QCOM
|
$1.94M |
Sector Composition
| 1 | Technology | 25.09% |
| 2 | Consumer Discretionary | 21.13% |
| 3 | Financials | 15.9% |
| 4 | Healthcare | 12.66% |
| 5 | Consumer Staples | 8.62% |