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
$740M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$15.5M
3 +$12.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.6M
5
CRWD icon
CrowdStrike
CRWD
+$11.2M

Top Sells

1 +$24.8M
2 +$22.8M
3 +$14.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
TSLA icon
Tesla
TSLA
+$6.94M

Sector Composition

1 Technology 42.39%
2 Communication Services 21.66%
3 Consumer Discretionary 16.16%
4 Financials 6.12%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-60,000
52
-5,016
53
-50,000
54
-10,000
55
0
56
-112,126