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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
+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
Cap. Flow
+$1.61B
Cap. Flow %
63.12%
Top 10 Hldgs %
38.81%
Holding
592
New
380
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 31.75%
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
ARW icon
151
Arrow Electronics
ARW
$11B
$2.13M 0.08%
+17,450
New +$2.08M
RSP icon
152
Invesco S&P 500 Equal Weight ETF
RSP
$95.3B
$2.1M 0.08%
13,303
-2,862
-18% -$416K
BTU icon
153
Peabody Energy
BTU
$2.9B
$2.07M 0.08%
+85,000
New +$2.05M
ACWI icon
154
iShares MSCI ACWI ETF
ACWI
$32.7B
$2.03M 0.08%
35,411
-1,275,608
-97% -$122M
FMC icon
155
FMC
FMC
$1.46B
$2.03M 0.08%
32,160
+9,160
+40% +$531K
XOM icon
156
ExxonMobil
XOM
$650B
$2.01M 0.08%
20,066
+15,697
+359% +$1.65M
MMM icon
157
3M
MMM
$87.5B
$1.97M 0.08%
+21,601
New +$1.73M
GDX icon
158
VanEck Gold Miners ETF
GDX
$22.9B
$1.94M 0.08%
62,582
+33,194
+113% +$971K
BEN icon
159
Franklin Resources
BEN
$16.8B
$1.94M 0.08%
+65,000
New +$1.62M
SNOW icon
160
Snowflake
SNOW
$91.9B
$1.93M 0.08%
9,685
+8,240
+570% +$1.39M
XYZ
161
Block Inc
XYZ
$45.5B
$1.92M 0.08%
24,786
+8,006
+48% +$453K
CE icon
162
Celanese
CE
$5.19B
$1.89M 0.07%
+12,190
New +$1.59M
AU icon
163
AngloGold Ashanti
AU
$39.7B
$1.86M 0.07%
99,580
+16,369
+20% +$295K
AAPL icon
164
Apple
AAPL
$4.72T
$1.86M 0.07%
+9,646
New +$1.78M
SLB icon
165
SLB Ltd
SLB
$70.6B
$1.85M 0.07%
+35,509
New +$1.93M
FSCO
166
FS Credit Opportunities Corp
FSCO
$997M
$1.82M 0.07%
+321,505
New +$1.8M
W icon
167
Wayfair
W
$10.9B
$1.79M 0.07%
29,083
+3,364
+13% +$176K
UEC icon
168
Uranium Energy
UEC
$4.86B
$1.79M 0.07%
+279,100
New +$1.66M
ELV icon
169
Elevance Health
ELV
$82.3B
$1.76M 0.07%
+3,735
New +$1.73M
GME icon
170
GameStop
GME
$9.58B
$1.75M 0.07%
+100,001
New +$1.47M
FRT icon
171
Federal Realty Investment Trust
FRT
$10.8B
$1.75M 0.07%
+17,002
New +$1.6M
FSR
172
DELISTED
Fisker Inc.
FSR
$1.65M 0.06%
+942,374
New +$3.33M
NDMO icon
173
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$609M
$1.63M 0.06%
+164,243
New +$1.6M
PDD icon
174
Pinduoduo
PDD
$119B
$1.61M 0.06%
10,970
+6,733
+159% +$817K
IRS
175
IRSA Inversiones y Representaciones
IRS
$1.28B
$1.6M 0.06%
+192,689
New +$1.37M
5 6
7
8 9

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Diamond Hill Capital Management
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OAC
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EH
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Edgewood Management
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NMO
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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.