MC

Martin Currie Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.41%
This Fund
S&P 500
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
+$8.01M
2
+$5.97M
3
+$5.47M
4
VZ icon
Verizon
VZ
+$4.07M
5
KMI icon
Kinder Morgan
KMI
+$3.69M

Top Sells

1
+$4.67M
2
+$3.67M
3
+$3.45M
4
ABBV icon
AbbVie
ABBV
+$3.42M
5
MO icon
Altria Group
MO
+$3.35M

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
76
$434K 0.04%
78,010
-998
77
$293K 0.03%
1,341
+3
78
$250K 0.02%
6,000
79
$27K ﹤0.01%
+300
80
– –
-44,600
81
– –
-44,500
82
– –
-10,200
83
– –
-13,000
1 2 3
4