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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
+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
VZ icon
176
Verizon
VZ
$183B
$385K 0.05%
+9,904
New +$391K
NTAP icon
177
NetApp
NTAP
$32.3B
$380K 0.05%
+5,951
New +$384K
TTWO icon
178
Take-Two Interactive
TTWO
$42.7B
$371K 0.05%
3,113
-6,687
-68% -$746K
WFC icon
179
Wells Fargo
WFC
$261B
$364K 0.05%
9,741
-10,221
-51% -$445K
BHC icon
180
Bausch Health
BHC
$1.66B
$363K 0.05%
44,798
+1,630
+4% +$13.1K
DOCU
181
DocuSign
DOCU
$8.98B
$361K 0.05%
6,189
-3,211
-34% -$192K
AAXJ icon
182
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.73B
$360K 0.05%
5,300
+1,725
+48% +$118K
BFH icon
183
Bread Financial
BFH
$4.19B
$355K 0.05%
11,712
+5,135
+78% +$192K
DPZ icon
184
Domino's
DPZ
$10.7B
$352K 0.05%
1,066
+328
+44% +$109K
LUV icon
185
Southwest Airlines
LUV
$21.9B
$349K 0.05%
+10,712
New +$364K
DOW icon
186
Dow Inc
DOW
$22.3B
$344K 0.05%
+6,268
New +$353K
ZS icon
187
Zscaler
ZS
$22.6B
$337K 0.04%
+2,886
New +$346K
IEF icon
188
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$334K 0.04%
+3,367
New +$329K
B
189
Barrick Mining
B
$62.3B
$331K 0.04%
17,833
-26,396
-60% -$474K
BILI icon
190
Bilibili
BILI
$7.32B
$329K 0.04%
14,018
+973
+7% +$23.2K
CCJ icon
191
Cameco
CCJ
$38.9B
$327K 0.04%
12,495
+3,469
+38% +$91.7K
SPG icon
192
Simon Property Group
SPG
$73B
$324K 0.04%
2,895
-1,205
-29% -$144K
WIX icon
193
WIX.com
WIX
$2.04B
$323K 0.04%
3,233
+48
+2% +$4.22K
BIIB icon
194
Biogen
BIIB
$29.6B
$320K 0.04%
+1,152
New +$319K
IQ icon
195
iQIYI
IQ
$1.17B
$320K 0.04%
43,990
+31,101
+241% +$213K
EXPE icon
196
Expedia Group
EXPE
$30.9B
$318K 0.04%
+3,276
New +$343K
FMC icon
197
FMC
FMC
$1.46B
$318K 0.04%
+2,600
New +$327K
ALNY icon
198
Alnylam Pharmaceuticals
ALNY
$35.9B
$315K 0.04%
1,573
+581
+59% +$122K
CRSR icon
199
Corsair Gaming
CRSR
$1.08B
$313K 0.04%
17,062
-28,412
-62% -$462K
UNG icon
200
United States Natural Gas Fund
UNG
$473M
$303K 0.04%
10,900
+7,883
+261% +$286K
6 7
8
9 10

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LCIP
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EF
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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 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.