MSCM
Marlin Sams Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+20.34%
1 Year Return
+72.04%
3 Year Return
+53.11%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+25%)
Cap. Flow
+$4.33M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Pan American Silver
PAAS
|
$4.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Agnico Eagle Mines
AEM
$74.2B
| $126M | 95.67% |
2,300,000
| – | – |
|
|
2
Pan American Silver
PAAS
$12.4B
| $5.72M | 4.33% |
350,000
+265,000
| +312% | +$4.33M |
|