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
$113M
AUM Growth
+$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$674K
2 +$480K
3 +$214K
4
AMZN icon
Amazon
AMZN
+$199K
5
JPM icon
JPMorgan Chase
JPM
+$20.4K

Top Sells

1 +$699K
2 +$660K
3 +$398K
4
XOM icon
Exxon Mobil
XOM
+$385K
5
MS icon
Morgan Stanley
MS
+$363K

Sector Composition

1 Technology 12.72%
2 Financials 5.25%
3 Communication Services 4.27%
4 Consumer Discretionary 1.05%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,186