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MC

Martin Currie Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.41%
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
+29.41%
3 Year Est. Return
+113.59%
5 Year Est. Return
+146.61%
10 Year Est. Return
+447.23%
AUM
$2.72B
AUM Growth
-$99M
Cap. Flow
+$1.04M
Cap. Flow %
0.04%
Top 10 Hldgs %
56.74%
Holding
56
New
5
Increased
22
Reduced
26
Closed
3

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$66.9M
2
DECK icon
Deckers Outdoor
DECK
+$51.3M
3
MMYT icon
MakeMyTrip
MMYT
+$43.9M
4
CMG icon
Chipotle Mexican Grill
CMG
+$33.4M
5
V icon
Visa
V
+$28.5M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$56.5M
2
EL icon
Estee Lauder
EL
+$39.7M
3
ILMN icon
Illumina
ILMN
+$37.9M
4
RACE icon
Ferrari
RACE
+$23.2M
5
ZTS icon
Zoetis
ZTS
+$19.9M

Sector Composition

Rank Sector Weight
1 Technology 36.91%
2 Consumer Discretionary 25.16%
3 Financials 16.43%
4 Healthcare 10.85%
5 Materials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.09T
$380M 13.97%
1,923,365
-52,563
-3% -$10.2M
HDB icon
2
HDFC Bank
HDB
$124B
$189M 6.95%
5,916,548
+53,896
+0.9% +$1.72M
RACE icon
3
Ferrari
RACE
$69.9B
$156M 5.73%
365,579
-51,442
-12% -$23.2M
NVDA icon
4
NVIDIA
NVDA
$4.72T
$154M 5.68%
1,149,783
-410,252
-26% -$56.5M
BABA icon
5
Alibaba
BABA
$279B
$135M 4.96%
1,589,007
-67,241
-4% -$6.35M
IBN icon
6
ICICI Bank
IBN
$109B
$129M 4.76%
4,332,806
-147,373
-3% -$4.45M
LIN icon
7
Linde
LIN
$235B
$125M 4.61%
299,385
-23,455
-7% -$10.7M
MSFT icon
8
Microsoft
MSFT
$3.35T
$106M 3.91%
252,058
-7,794
-3% -$3.32M
GLOB icon
9
Globant
GLOB
$1.57B
$85.2M 3.13%
397,309
-9,647
-2% -$2.1M
MA icon
10
Mastercard
MA
$510B
$82.9M 3.05%
157,479
+3,810
+2% +$1.97M
AAPL icon
11
Apple
AAPL
$4.9T
$80.9M 2.98%
323,181
-14,396
-4% -$3.39M
TCOM icon
12
Trip.com Group
TCOM
$29.3B
$79.4M 2.92%
1,155,749
-23,737
-2% -$1.57M
MELI icon
13
Mercado Libre
MELI
$95.6B
$71.8M 2.64%
42,225
-2,221
-5% -$4.32M
MTD icon
14
Mettler-Toledo International
MTD
$27.9B
$68.3M 2.51%
55,812
-9,512
-15% -$12.4M
META icon
15
Meta Platforms (Facebook)
META
$1.37T
$66.8M 2.46%
+114,033
New +$66.9M
CDNS icon
16
Cadence Design Systems
CDNS
$91.7B
$62.7M 2.31%
208,588
-22,124
-10% -$6.43M
DECK icon
17
Deckers Outdoor
DECK
$13.6B
$57.7M 2.12%
+284,050
New +$51.3M
JD icon
18
JD.com
JD
$43.6B
$57M 2.1%
1,644,281
-14,871
-0.9% -$576K
ADSK icon
19
Autodesk
ADSK
$49.6B
$53.5M 1.97%
181,056
-31,779
-15% -$9.39M
VEEV icon
20
Veeva Systems
VEEV
$32.7B
$51.8M 1.91%
246,528
+1,029
+0.4% +$226K
ZTS icon
21
Zoetis
ZTS
$31.9B
$48.5M 1.78%
297,442
-111,209
-27% -$19.9M
AMZN icon
22
Amazon
AMZN
$2.53T
$47.6M 1.75%
216,955
+95,045
+78% +$19.4M
MMYT icon
23
MakeMyTrip
MMYT
$5.37B
$46M 1.69%
+409,389
New +$43.9M
V icon
24
Visa
V
$673B
$45.5M 1.67%
143,859
+94,913
+194% +$28.5M
EPAM icon
25
EPAM Systems
EPAM
$5.42B
$34.9M 1.28%
149,365
-3,747
-2% -$834K
1
2 3

Similar funds

NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
SVCF
Silicon Valley Community Foundation Mountain View, California $1.77B AUM 13% 1-Year Est. Return
MME
Meag Munich Ergo Munich, Germany $3.54B AUM 20% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Martin Currie's Q4 2024 Portfolio in Review

As of Q4 2024, Martin Currie held 56 positions worth $2.72B, down 3.5% from $2.82B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Martin Currie's Q4 2024 filing shows 5 new, 22 increased, 26 reduced and 3 closed positions. Its largest new stake was Meta Platforms (Facebook): 114,033 shares worth $66.8M. The largest sale was NVIDIA, an estimated $56.5M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 38% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Martin Currie's largest Q4 2024 buy was Meta Platforms (Facebook): 114,033 shares worth $66.8M.
  • Martin Currie added most to Visa in Q4 2024, an estimated $28.5M increase.
  • Martin Currie's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $56.5M.
  • Martin Currie fully exited Estee Lauder in Q4 2024, selling an estimated $39.7M.
  • Martin Currie's ten largest holdings make up 57% of its $2.72B portfolio in Q4 2024.
  • Martin Currie opened 5 new positions and closed 3 in Q4 2024.
  • Martin Currie's portfolio value fell 3.5% quarter-over-quarter to $2.72B.

Based on Martin Currie's 13F filing for Q4 2024, filed 12 Feb 2025.