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
$70.4M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$254K

Top Sells

1 +$2.56M
2 +$2.22M
3 +$2.1M
4
AMZN icon
Amazon
AMZN
+$1.95M
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,950