MC

Maren Capital Portfolio holdings

AUM $1.8B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$10.9M
3
+$9.33M
4
AME icon
Ametek
AME
+$8.68M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$8.33M

Top Sells

1
+$9.76M
2
+$2.41M
3
+$695K
4
UGI icon
UGI
UGI
+$547K
5
MSFT icon
Microsoft
MSFT
+$84.3K

Sector Composition

1 Industrials 46.42%
2 Financials 24.94%
3 Technology 17.61%
4 Materials 10.72%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-21,876
27
– –
-5,240
28
– –
-95,507
1
2