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MG

Marex Group Portfolio holdings

AUM $23.6B
1-Year Est. Return 57.16%
This Fund
S&P 500
This Quarter Est. Return
+15.3%
1 Year Est. Return
+57.16%
3 Year Est. Return
+254.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.54B
AUM Growth
+$1.84B
Cap. Flow
+$1.61B
Cap. Flow %
63.11%
Top 10 Hldgs %
38.81%
Holding
592
New
379
Increased
122
Reduced
58
Closed
28

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$372M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$75.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
BAC icon
Bank of America
BAC
+$58.6M
5
TGT icon
Target
TGT
+$45.3M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$122M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.9M
3
SYK icon
Stryker
SYK
+$22M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$19.8M
5
TSM icon
TSMC
TSM
+$18.6M

Sector Composition

Rank Sector Weight
1 Technology 31.76%
2 Healthcare 11.92%
3 Financials 11.02%
4 Consumer Discretionary 10.41%
5 Miscellaneous 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBS icon
26
HubSpot
HUBS
$12.3B
$23.2M 0.91%
+40,034
New +$19.3M
LULU icon
27
lululemon athletica
LULU
$11.1B
$23M 0.9%
+45,004
New +$19.4M
REGN icon
28
Regeneron Pharmaceuticals
REGN
$85.2B
$22.1M 0.87%
+25,216
New +$20.8M
CI icon
29
Cigna
CI
$74.7B
$21.7M 0.85%
+72,466
New +$21.2M
PM icon
30
Philip Morris
PM
$284B
$20.3M 0.8%
+216,170
New +$19.9M
AXP icon
31
American Express
AXP
$220B
$20.1M 0.79%
107,217
+104,866
+4,460% +$16.9M
META icon
32
Meta Platforms (Facebook)
META
$1.57T
$19.9M 0.78%
56,098
+29,014
+107% +$9.45M
QQQ icon
33
Invesco QQQ Trust
QQQ
$489B
$19.3M 0.76%
47,163
-32,837
-41% -$12.5M
CNC icon
34
Centene
CNC
$33.1B
$17.9M 0.71%
+241,848
New +$17.4M
DB icon
35
Deutsche Bank
DB
$77.7B
$17.7M 0.7%
+1,299,988
New +$15.3M
NFLX icon
36
Netflix
NFLX
$326B
$17.2M 0.67%
352,520
+60,950
+21% +$2.66M
HD icon
37
Home Depot
HD
$320B
$16.1M 0.63%
+46,388
New +$14.4M
USB icon
38
US Bancorp
USB
$98.7B
$15.2M 0.6%
351,200
+340,528
+3,191% +$12.4M
QCOM icon
39
Qualcomm
QCOM
$180B
$15M 0.59%
103,820
+90,173
+661% +$11.2M
ITW icon
40
Illinois Tool Works
ITW
$76.9B
$14.3M 0.56%
54,500
+4,000
+8% +$959K
BLK icon
41
Blackrock
BLK
$174B
$14.2M 0.56%
+17,529
New +$12.2M
APD icon
42
Air Products & Chemicals
APD
$67.1B
$14M 0.55%
51,000
-2,000
-4% -$550K
CB icon
43
Chubb
CB
$132B
$13.9M 0.55%
+61,580
New +$13.5M
SWKS icon
44
Skyworks Solutions
SWKS
$11.1B
$13.9M 0.55%
123,734
+28,302
+30% +$2.77M
MRK icon
45
Merck
MRK
$371B
$13.7M 0.54%
125,492
+122,609
+4,253% +$12.7M
ISRG icon
46
Intuitive Surgical
ISRG
$130B
$13.7M 0.54%
+40,480
New +$12.1M
ROP icon
47
Roper Technologies
ROP
$40.3B
$12M 0.47%
+22,000
New +$11.3M
AON icon
48
Aon
AON
$68.5B
$11.6M 0.46%
+40,000
New +$12.8M
MSI icon
49
Motorola Solutions
MSI
$77.5B
$11.6M 0.46%
+37,000
New +$11.2M
VT icon
50
Vanguard Total World Stock ETF
VT
$81.5B
$11.5M 0.45%
+111,529
New +$10.7M
1
2
3 4 5

Similar funds

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Voloridge Investment Management
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NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return

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 379 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 379 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.