MI

Markston International Portfolio holdings

AUM $99.1M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
-$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$4.79M
3 +$4.03M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.69M
5
WFC icon
Wells Fargo
WFC
+$2.66M

Top Sells

1 +$14.4M
2 +$3.74M
3 +$913K
4
PEP icon
PepsiCo
PEP
+$816K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$645K

Sector Composition

1 Financials 21.83%
2 Technology 21.07%
3 Communication Services 19.91%
4 Healthcare 10.9%
5 Industrials 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
15
152
$0 ﹤0.01%
33
153
$0 ﹤0.01%
500
154
$0 ﹤0.01%
1,500