MAM

Mark Asset Management Portfolio holdings

AUM $835M
1-Year Est. Return 30.9%
This Quarter Est. Return
1 Year Est. Return
+30.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$6.62M
3 +$6.31M
4
TSLA icon
Tesla
TSLA
+$5M
5
MCD icon
McDonald's
MCD
+$3.5M

Top Sells

1 +$15.2M
2 +$6.71M
3 +$6.54M
4
MGM icon
MGM Resorts International
MGM
+$6.37M
5
BAC icon
Bank of America
BAC
+$5.14M

Sector Composition

1 Communication Services 30.89%
2 Consumer Discretionary 22.88%
3 Financials 21.24%
4 Technology 15.51%
5 Materials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-220,814
52
0
53
-105,997
54
-21,159