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Marsico Capital Management’s Cummins CMI Stock Holding History

Marsico Capital Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,104,701
Closed -$297M – 104
2013
Q4 		$297M Sell
2,104,701
-626,540
-23% -$88.3M 2.1% 18
2013
Q3 		$363M Buy
+2,731,241
New +$363M 2.68% 15