MC

Marest Capital Portfolio holdings

AUM $129M
1-Year Est. Return 16.66%
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$593K
3 +$576K
4
C icon
Citigroup
C
+$467K
5
XOM icon
Exxon Mobil
XOM
+$385K

Top Sells

1 +$1.52M
2 +$988K
3 +$522K
4
NKE icon
Nike
NKE
+$268K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$147K

Sector Composition

1 Technology 11.56%
2 Financials 5.25%
3 Communication Services 3.96%
4 Consumer Discretionary 1.83%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,471