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Marex Group Portfolio holdings
AUM
$15.8B
1-Year Est. Return
31.44%
This Fund
S&P 500
This Quarter
Est. Return
+15.3%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.54B
AUM Growth
+$1.84B
(+260%)
Cap. Flow
+$1.61B
Cap. Flow
% of AUM
63.12%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
592
New
380
Increased
122
Reduced
58
Closed
28
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$372M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$75.9M |
| 3 |
Advanced Micro Devices
AMD
|
+$59.9M |
| 4 |
Bank of America
BAC
|
+$58.6M |
| 5 |
Target
TGT
|
+$45.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$122M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$28.9M |
| 3 |
Stryker
SYK
|
+$22M |
| 4 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$19.8M |
| 5 |
TSMC
TSM
|
+$18.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.75% |
| 2 | Healthcare | 11.92% |
| 3 | Financials | 11.02% |
| 4 | Consumer Discretionary | 10.41% |
| 5 | Consumer Staples | 6.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Vertex Pharmaceuticals
VRTX
$121B
| $245K | 0.01% |
+603
| New | +$223K |
|
427
Booking.com
BKNG
$138B
| $245K | 0.01% |
+1,725
| New | +$215K |
|
428
Coinbase
COIN
$41.7B
| $244K | 0.01% |
+1,403
| New | +$153K |
|
429
AbbVie
ABBV
$458B
| $243K | 0.01% |
+1,567
| New | +$228K |
|
430
Caterpillar
CAT
$409B
| $242K | 0.01% |
+820
| New | +$213K |
|
431
Edwards Lifesciences
EW
$47.6B
| $242K | 0.01% |
+3,176
| New | +$221K |
|
432
Boston Scientific
BSX
$65.8B
| $241K | 0.01% |
+4,172
| New | +$223K |
|
433
C.H. Robinson
CHRW
$22B
| $240K | 0.01% |
+2,778
| New | +$233K |
|
434
General Mills
GIS
$19.2B
| $237K | 0.01% |
+3,643
| New | +$235K |
|
435
Monster Beverage
MNST
$91.4B
| $236K | 0.01% |
+4,102
| New | +$219K |
|
|
P
436
Everpure Inc
P
$24.8B
| $236K | 0.01% |
+6,623
| New | +$232K |
|
437
Cleveland-Cliffs
CLF
$6.81B
| $234K | 0.01% |
+11,469
| New | +$196K |
|
438
Atkore
ATKR
$2.59B
| $234K | 0.01% |
+1,461
| New | +$202K |
|
439
iShares Core S&P 500 ETF
IVV
$876B
| $233K | 0.01% |
+487
| New | +$218K |
|
|
PXD
440
DELISTED
Pioneer Natural Resource Co.
PXD
| $231K | 0.01% |
+1,027
| New | +$241K |
|
441
Amplify Alternative Harvest ETF
MJ
$101M
| $231K | 0.01% |
5,958
+4,166
| +232% | +$157K |
|
442
Under Armour
UAA
$3B
| $225K | 0.01% |
25,636
+2,558
| +11% | +$19.7K |
|
443
Dominion Energy
D
$62.5B
| $223K | 0.01% |
4,754
-1,817
| -28% | -$81.1K |
|
444
ProShares UltraPro Short S&P 500
SPXU
$436M
| $222K | 0.01% |
+1,290
| New | +$277K |
|
445
Sibanye-Stillwater
SBSW
$5.92B
| $221K | 0.01% |
+40,790
| New | +$211K |
|
446
Keysight
KEYS
$54.5B
| $221K | 0.01% |
+1,387
| New | +$188K |
|
447
Valero Energy
VLO
$89.8B
| $219K | 0.01% |
+1,688
| New | +$215K |
|
448
Southern Copper
SCCO
$141B
| $217K | 0.01% |
+2,721
| New | +$189K |
|
449
Option Care Health
OPCH
$3.4B
| $214K | 0.01% |
+6,355
| New | +$195K |
|
|
WIRE
450
DELISTED
Encore Wire Corp
WIRE
| $214K | 0.01% |
+1,000
| New | +$190K |
|
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Marex Group's Q4 2023 Portfolio in Review
As of Q4 2023, Marex Group held 592 positions worth $2.54B, up 260% from $708M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Marex Group deployed $1.61B of net new capital in Q4 2023, opening 380 new positions and adding to 122 existing holdings. Its largest new stake was NVIDIA: 8,024,160 shares worth $397M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $122M trimmed.
- Marex Group's largest Q4 2023 buy was NVIDIA: 8,024,160 shares worth $397M.
- Marex Group added most to Advanced Micro Devices in Q4 2023, an estimated $59.9M increase.
- Marex Group's biggest Q4 2023 reduction was iShares MSCI ACWI ETF, cutting an estimated $122M.
- Marex Group fully exited Zoetis in Q4 2023, selling an estimated $17.4M.
- Marex Group's ten largest holdings make up 39% of its $2.54B portfolio in Q4 2023.
- Marex Group opened 380 new positions and closed 28 in Q4 2023.
- Marex Group's portfolio value rose 260% quarter-over-quarter to $2.54B.
Based on Marex Group's 13F filing for Q4 2023, filed 2 Apr 2026.