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
$330M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$7.16M
3
+$6.08M
4
SCHW icon
Charles Schwab
SCHW
+$5.42M
5
CMCSA icon
Comcast
CMCSA
+$5.26M

Top Sells

1
+$9.49M
2
+$6.86M
3
+$6.66M
4
CRM icon
Salesforce
CRM
+$5.15M
5
JPM icon
JPMorgan Chase
JPM
+$5.12M

Sector Composition

1 Technology 34.63%
2 Communication Services 22.4%
3 Consumer Discretionary 20.51%
4 Financials 17.53%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
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