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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
+10.17%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$755M
AUM Growth
+$51.4M
Cap. Flow
-$3.38M
Cap. Flow %
-0.45%
Top 10 Hldgs %
44.66%
Holding
349
New
83
Increased
88
Reduced
84
Closed
93

Top Buys

Rank Stock Value
1
WYNN icon
Wynn Resorts
WYNN
+$39.1M
2
MO icon
Altria Group
MO
+$35.2M
3
AXP icon
American Express
AXP
+$34.6M
4
MU icon
Micron Technology
MU
+$34M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$31.3M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$40.8M
2
TSLA icon
Tesla
TSLA
+$35M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$34.6M
4
HD icon
Home Depot
HD
+$32.5M
5
APD icon
Air Products & Chemicals
APD
+$26.6M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.64%
2 Technology 16.13%
3 Healthcare 13.09%
4 Communication Services 10.22%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRIP icon
76
TripAdvisor
TRIP
$1.57B
$1.65M 0.22%
83,283
+28,261
+51% +$604K
TER icon
77
Teradyne
TER
$58.5B
$1.65M 0.22%
15,337
+10,505
+217% +$1.07M
GM icon
78
General Motors
GM
$73B
$1.61M 0.21%
43,990
+2,855
+7% +$108K
SPOT icon
79
Spotify
SPOT
$96.4B
$1.6M 0.21%
11,971
-16,190
-57% -$1.85M
TDOC icon
80
Teladoc Health
TDOC
$1.56B
$1.52M 0.2%
58,868
-8,893
-13% -$238K
DKNG icon
81
DraftKings
DKNG
$11.3B
$1.51M 0.2%
78,025
-3,712
-5% -$61.7K
GEN icon
82
Gen Digital
GEN
$15.1B
$1.51M 0.2%
+87,736
New +$1.76M
BXP icon
83
Boston Properties
BXP
$10.8B
$1.49M 0.2%
+27,500
New +$1.79M
XYZ
84
Block Inc
XYZ
$45.5B
$1.45M 0.19%
21,181
-63,799
-75% -$4.78M
UBER icon
85
Uber
UBER
$140B
$1.45M 0.19%
45,727
-129,708
-74% -$4.11M
ET icon
86
Energy Transfer Partners
ET
$70.3B
$1.36M 0.18%
109,400
-60,300
-36% -$762K
AU icon
87
AngloGold Ashanti
AU
$39.7B
$1.35M 0.18%
55,768
+31,912
+134% +$646K
C icon
88
Citigroup
C
$221B
$1.32M 0.17%
28,169
-64,711
-70% -$3.18M
WB icon
89
Weibo
WB
$1.92B
$1.22M 0.16%
60,712
+33,058
+120% +$676K
PINS icon
90
Pinterest
PINS
$12.3B
$1.21M 0.16%
44,519
+20,986
+89% +$544K
Z icon
91
Zillow
Z
$6.77B
$1.2M 0.16%
27,016
+4,931
+22% +$210K
NEM icon
92
Newmont
NEM
$101B
$1.15M 0.15%
23,519
-25,328
-52% -$1.23M
RACE icon
93
Ferrari
RACE
$63.2B
$1.12M 0.15%
4,127
+3,064
+288% +$783K
BBY icon
94
Best Buy
BBY
$17.8B
$1.11M 0.15%
14,241
+9,451
+197% +$779K
TAL icon
95
TAL Education Group
TAL
$5.74B
$1.1M 0.15%
171,567
-29,705
-15% -$214K
T icon
96
AT&T
T
$160B
$1.08M 0.14%
55,926
+39,726
+245% +$759K
PLTR icon
97
Palantir
PLTR
$296B
$1.06M 0.14%
125,441
+1,863
+2% +$14.6K
DVN icon
98
Devon Energy
DVN
$52.2B
$1.06M 0.14%
20,881
+10,973
+111% +$625K
GT icon
99
Goodyear
GT
$2.02B
$1.05M 0.14%
94,953
+14,681
+18% +$163K
JPM icon
100
JPMorgan Chase
JPM
$930B
$1.04M 0.14%
7,996
-7,786
-49% -$1.07M
2 3
4
5 6

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LCIP
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EF
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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
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NMO
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Marex Group's Q1 2023 Portfolio in Review

As of Q1 2023, Marex Group held 349 positions worth $755M, up 7.3% from $704M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Marex Group's Q1 2023 filing shows 83 new, 88 increased, 84 reduced and 93 closed positions. Its largest new stake was American Express: 208,657 shares worth $34.4M. The largest sale was S&P Global, an estimated $40.8M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 18% of assets, down from 22% a quarter earlier, followed by Technology and Healthcare.

  • Marex Group's largest Q1 2023 buy was American Express: 208,657 shares worth $34.4M.
  • Marex Group added most to Wynn Resorts in Q1 2023, an estimated $39.1M increase.
  • Marex Group's biggest Q1 2023 reduction was Tesla, cutting an estimated $35M.
  • Marex Group fully exited S&P Global in Q1 2023, selling an estimated $40.8M.
  • Marex Group's ten largest holdings make up 45% of its $755M portfolio in Q1 2023.
  • Marex Group opened 83 new positions and closed 93 in Q1 2023.
  • Marex Group's portfolio value rose 7.3% quarter-over-quarter to $755M.

Based on Marex Group's 13F filing for Q1 2023, filed 2 Apr 2026.