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
$1.16B
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$5.74M
3
+$5.5M
4
VZ icon
Verizon
VZ
+$4.09M
5
KMI icon
Kinder Morgan
KMI
+$3.72M

Top Sells

1
+$4.67M
2
+$3.67M
3
+$3.59M
4
ABBV icon
AbbVie
ABBV
+$3.56M
5
JPM icon
JPMorgan Chase
JPM
+$3.56M

Sector Composition

1 Technology 22.38%
2 Healthcare 13.27%
3 Financials 12.02%
4 Energy 10.14%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.68M 0.57%
53,400
-200
52
$6.57M 0.57%
93,200
-10,600
53
$6.45M 0.55%
94,400
+2,900
54
$6.29M 0.54%
143,093
55
$6M 0.52%
94,600
-700
56
$5.74M 0.49%
+193,966
57
$5.3M 0.46%
56,400
58
$4.82M 0.41%
40,261
59
$4.73M 0.41%
62,531
-300
60
$4.73M 0.41%
104,650
-7,354
61
$4.7M 0.4%
94,376
-8,515
62
$3.95M 0.34%
41,900
+8,000
63
$3.77M 0.32%
58,400
-16,000
64
$3.71M 0.32%
39,134
65
$2.92M 0.25%
29,718
-4,800
66
$2.89M 0.25%
35,900
67
$2.84M 0.24%
50,700
68
$2.77M 0.24%
62,200
69
$2.72M 0.23%
58,700
+20,000
70
$2.38M 0.2%
46,200
-6,500
71
$2.15M 0.19%
25,200
72
$1.69M 0.15%
113,300
73
$1.5M 0.13%
32,612
-78,200
74
$1.45M 0.12%
110,300
75
$490K 0.04%
11,400
1 2
3
4