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MG

Marex Group Portfolio holdings

AUM $15.8B
1-Year Est. Return 31.44%
This Fund
S&P 500
This Quarter Est. Return
+14.33%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.87B
AUM Growth
+$1.49B
Cap. Flow
+$1.04B
Cap. Flow %
17.74%
Top 10 Hldgs %
45.81%
Holding
854
New
240
Increased
190
Reduced
182
Closed
177

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$272M
2
SMCI icon
Super Micro Computer
SMCI
+$243M
3
NVDA icon
NVIDIA
NVDA
+$159M
4
SYK icon
Stryker
SYK
+$157M
5
AMD icon
Advanced Micro Devices
AMD
+$110M

Top Sells

Rank Stock Value
1
MSTR icon
Strategy Inc
MSTR
+$176M
2
COST icon
Costco
COST
+$104M
3
LIN icon
Linde
LIN
+$90.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$72.6M
5
BLK icon
Blackrock
BLK
+$69.6M

Sector Composition

Rank Sector Weight
1 Technology 36.26%
2 Consumer Discretionary 17.72%
3 Healthcare 12.15%
4 Financials 6.53%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBMF icon
451
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.95B
$298K 0.01%
11,400
– –
PTY icon
452
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$297K 0.01%
20,700
-8,700
-30% -$127K
HIMS icon
453
Hims & Hers Health
HIMS
$6.58B
$297K 0.01%
12,288
-93,619
-88% -$2.32M
USD icon
454
ProShares Ultra Semiconductors
USD
$2.63B
$297K 0.01%
+9,114
New +$303K
GSBD icon
455
Goldman Sachs BDC
GSBD
$969M
$296K 0.01%
+24,501
New +$322K
VEEV icon
456
Veeva Systems
VEEV
$30.3B
$291K 0.01%
+1,386
New +$305K
CL icon
457
Colgate-Palmolive
CL
$72.3B
$289K ﹤0.01%
3,175
-1,751
-36% -$167K
CLBT icon
458
Cellebrite
CLBT
$3.55B
$286K ﹤0.01%
13,000
– –
COP icon
459
ConocoPhillips
COP
$147B
$286K ﹤0.01%
+2,886
New +$306K
AVAV icon
460
AeroVironment
AVAV
$7.61B
$285K ﹤0.01%
1,850
-57
-3% -$11.2K
XME icon
461
State Street SPDR S&P Metals & Mining ETF
XME
$4.06B
$284K ﹤0.01%
5,000
– –
BRBR icon
462
BellRing Brands
BRBR
$1.53B
$282K ﹤0.01%
+3,738
New +$266K
SBSW icon
463
Sibanye-Stillwater
SBSW
$5.97B
$277K ﹤0.01%
83,840
+30,000
+56% +$126K
WMT icon
464
Walmart Inc
WMT
$870B
$276K ﹤0.01%
+3,056
New +$265K
NDMO icon
465
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
$275K ﹤0.01%
+27,455
New +$294K
SILV
466
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$273K ﹤0.01%
30,000
-3,300
-10% -$33.4K
SPYD icon
467
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.65B
$273K ﹤0.01%
+6,309
New +$286K
CSCO icon
468
Cisco
CSCO
$447B
$273K ﹤0.01%
+4,607
New +$263K
AFRM icon
469
Affirm
AFRM
$23.7B
$273K ﹤0.01%
+4,477
New +$249K
GOF icon
470
Guggenheim Strategic Opportunities Fund
GOF
$2.22B
$272K ﹤0.01%
+17,855
New +$280K
BIT icon
471
BlackRock Multi-Sector Income Trust
BIT
$696M
$272K ﹤0.01%
+18,622
New +$275K
MTA
472
Metalla Royalty & Streaming
MTA
$707M
$271K ﹤0.01%
107,944
+40,000
+59% +$127K
BZUN
473
Baozun
BZUN
$144M
$267K ﹤0.01%
98,262
-24,449
-20% -$74K
XIFR
474
XPLR Infrastructure LP
XIFR
$1.19B
$267K ﹤0.01%
+15,000
New +$299K
CPRT icon
475
Copart
CPRT
$25.9B
$264K ﹤0.01%
+4,600
New +$262K
17 18
19
20 21

Similar funds

CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Marex Group's Q4 2024 Portfolio in Review

As of Q4 2024, Marex Group held 854 positions worth $5.87B, up 34% from $4.38B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Marex Group deployed $1.04B of net new capital in Q4 2024, opening 240 new positions and adding to 190 existing holdings. Its largest new stake was Hilton Worldwide: 225,008 shares worth $55.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Strategy Inc, an estimated $176M trimmed.

  • Marex Group's largest Q4 2024 buy was Hilton Worldwide: 225,008 shares worth $55.6M.
  • Marex Group added most to Tesla in Q4 2024, an estimated $272M increase.
  • Marex Group's biggest Q4 2024 reduction was Strategy Inc, cutting an estimated $176M.
  • Marex Group fully exited Cigna in Q4 2024, selling an estimated $34.7M.
  • Marex Group's ten largest holdings make up 46% of its $5.87B portfolio in Q4 2024.
  • Marex Group opened 240 new positions and closed 177 in Q4 2024.
  • Marex Group's portfolio value rose 34% quarter-over-quarter to $5.87B.

Based on Marex Group's 13F filing for Q4 2024, filed 2 Apr 2026.