MP

Marlowe Partners Portfolio holdings

AUM $26.1M
1-Year Est. Return 40.81%
This Quarter Est. Return
1 Year Est. Return
+40.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$8.61M
3 +$7.14M

Top Sells

1 +$8.2M

Sector Composition

1 Consumer Discretionary 46.98%
2 Technology 27.57%
3 Communication Services 25.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.2M 20.95%
1,274,112
+311,675
2
$33.2M 19.74%
582,730
3
$24.9M 14.83%
583,049
4
$22.2M 13.2%
2,674,375
5
$21.6M 12.83%
9,081
+5,250
6
$17.8M 10.61%
115,676
+46,337
7
$13.2M 7.83%
46,144
-28,744