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
$404M
AUM Growth
-$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$5.27M
3 +$4.71M
4
TOL icon
Toll Brothers
TOL
+$3.57M
5
BX icon
Blackstone
BX
+$3.36M

Top Sells

1 +$7.91M
2 +$4.95M
3 +$4.63M
4
TSLA icon
Tesla
TSLA
+$4.07M
5
AMD icon
Advanced Micro Devices
AMD
+$3.56M

Sector Composition

1 Consumer Discretionary 32.33%
2 Technology 29.82%
3 Communication Services 14.93%
4 Financials 12.53%
5 Materials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-222,000