MA

Marshfield Associates Portfolio holdings

AUM $5.78B
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$3.92M

Top Sells

1 +$32.7M
2 +$17.7M
3 +$12.2M
4
WFC icon
Wells Fargo
WFC
+$3.22M
5
ACGL icon
Arch Capital
ACGL
+$3.13M

Sector Composition

1 Financials 62.05%
2 Consumer Discretionary 16.4%
3 Industrials 13.83%
4 Materials 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-80,175