MAM

Monaco Asset Management Portfolio holdings

AUM $264M
1-Year Est. Return 6.34%
This Quarter Est. Return
1 Year Est. Return
+6.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$10.8M
3 +$6.85M
4
OXY icon
Occidental Petroleum
OXY
+$6.83M
5
MOS icon
The Mosaic Company
MOS
+$5.09M

Top Sells

1 +$16M
2 +$7.85M
3 +$7.72M
4
ZM icon
Zoom
ZM
+$6.73M
5
MU icon
Micron Technology
MU
+$6.71M

Sector Composition

1 Healthcare 33.76%
2 Materials 23.22%
3 Communication Services 8.13%
4 Technology 6.93%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-475,000