MSCM
Marlin Sams Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+10.67%
1 Year Return
+72.04%
3 Year Return
+53.11%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+11%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
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
| $150M | 95.34% |
2,300,000
| – | – |
|
2
Pan American Silver
PAAS
$12.4B
| $7.36M | 4.66% |
370,000
| – | – |
|