MI
Markston International Portfolio holdings
AUM
$99.1M
This Quarter Return
+17.84%
1 Year Return
+27.9%
3 Year Return
+109.54%
5 Year Return
+150.04%
10 Year Return
–
AUM
$850M
AUM Growth
+$850M
(+8.3%)
Cap. Flow
-$65.1M
Cap. Flow
% of AUM
-7.65%
Top 10 Holdings %
Top 10 Hldgs %
42.6%
Holding
159
New
2
Increased
5
Reduced
93
Closed
8
Top Buys
| 1 |
Alibaba
BABA
|
$855K |
| 2 |
Liberty Broadband Class C
LBRDK
|
$791K |
| 3 |
Viatris
VTRS
|
$326K |
| 4 |
Charles Schwab
SCHW
|
$17K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$5.73K |
Top Sells
| 1 |
Apple
AAPL
|
$5.43M |
| 2 |
Medtronic
MDT
|
$4.01M |
| 3 |
Walt Disney
DIS
|
$3.55M |
| 4 |
PayPal
PYPL
|
$3.46M |
| 5 |
Microsoft
MSFT
|
$3.41M |
Sector Composition
| 1 | Financials | 22.79% |
| 2 | Technology | 22.23% |
| 3 | Communication Services | 20.19% |
| 4 | Industrials | 10.78% |
| 5 | Healthcare | 8.66% |