MCM

Marsico Capital Management Portfolio holdings

AUM $3.9B
1-Year Est. Return 57.27%
This Quarter Est. Return
1 Year Est. Return
+57.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$56.6M
2 +$45.4M
3 +$42.5M
4
SBUX icon
Starbucks
SBUX
+$19.7M
5
NOW icon
ServiceNow
NOW
+$15.2M

Top Sells

1 +$72.9M
2 +$62.1M
3 +$56.1M
4
DVN icon
Devon Energy
DVN
+$45.5M
5
URI icon
United Rentals
URI
+$11.8M

Sector Composition

1 Technology 36.05%
2 Consumer Discretionary 19.11%
3 Healthcare 11.36%
4 Communication Services 10.42%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,631