MG
Markel Group Portfolio holdings
AUM
$11.8B
This Quarter Return
+15.1%
1 Year Return
+20.14%
3 Year Return
+76.16%
5 Year Return
+141.94%
10 Year Return
+315.36%
AUM
$6.71B
AUM Growth
+$6.71B
(+14%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
42.79%
Holding
115
New
2
Increased
30
Reduced
5
Closed
–
Top Buys
| 1 |
Rollins
ROL
|
$16.2M |
| 2 |
International Flavors & Fragrances
IFF
|
$4.24M |
| 3 |
SEI Investments
SEIC
|
$2.47M |
| 4 |
Healthcare Services Group
HCSG
|
$2.36M |
| 5 |
Watsco
WSO
|
$453K |
Top Sells
| 1 |
Mohawk Industries
MHK
|
$10.4M |
| 2 |
Apple
AAPL
|
$531K |
| 3 |
Citigroup
C
|
$123K |
| 4 |
JPMorgan Chase
JPM
|
$102K |
| 5 |
Match Group
MTCH
|
$151 |
Sector Composition
| 1 | Financials | 39.33% |
| 2 | Consumer Discretionary | 14.32% |
| 3 | Industrials | 11.61% |
| 4 | Communication Services | 11.36% |
| 5 | Technology | 9.49% |
