MCM

Marsico Capital Management Portfolio holdings

AUM $3.59B
1-Year Est. Return 43.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$46.4M
3
+$39.5M
4
TOL icon
Toll Brothers
TOL
+$37.7M
5
UBER icon
Uber
UBER
+$33.2M

Top Sells

1
+$98.2M
2
+$53.7M
3
+$52.9M
4
UNH icon
UnitedHealth
UNH
+$48.6M
5
AAPL icon
Apple
AAPL
+$46M

Sector Composition

1 Technology 44.31%
2 Consumer Discretionary 16.49%
3 Communication Services 14.64%
4 Financials 9.13%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-51,855
77
– –
-224,550
78
– –
-7,529
1 2 3
4