MC

Martin Currie Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$15.7M
3
+$14.9M
4
COO icon
Cooper Companies
COO
+$13.8M
5
VTRS icon
Viatris
VTRS
+$6.75M

Top Sells

1
+$31.2M
2
+$9.3M
3
+$9.07M
4
LYB icon
LyondellBasell Industries
LYB
+$8.39M
5
AON icon
Aon
AON
+$5.89M

Sector Composition

1 Technology 21.77%
2 Healthcare 13.55%
3 Financials 12.53%
4 Energy 10.79%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.7M 0.58%
41,700
52
$6.5M 0.56%
+59,800
53
$6.48M 0.56%
2,908,267
+505,600
54
$5.96M 0.52%
102,891
55
$5.85M 0.51%
103,800
-4,500
56
$5.68M 0.49%
56,400
57
$5.28M 0.46%
74,400
58
$5.28M 0.46%
112,004
-535
59
$4.76M 0.41%
62,831
-21,500
60
$4.65M 0.4%
110,812
+2,600
61
$4.33M 0.38%
40,261
-19,900
62
$3.67M 0.32%
44,500
-112,968
63
$3.63M 0.31%
34,518
-600
64
$3.36M 0.29%
39,134
+6,200
65
$3.35M 0.29%
+33,900
66
$3.1M 0.27%
62,200
67
$3.07M 0.27%
44,600
-500
68
$2.76M 0.24%
50,700
-500
69
$2.67M 0.23%
+35,900
70
$2.55M 0.22%
+48,400
71
$2.41M 0.21%
25,200
-300
72
$2.16M 0.19%
+52,700
73
$1.94M 0.17%
38,700
74
$1.77M 0.15%
113,300
+23,300
75
$1.72M 0.15%
110,300
1 2
3
4