MTIP
Magee Thomson Investment Partners Portfolio holdings
AUM
$259M
This Quarter Return
+7.46%
1 Year Return
+34.48%
3 Year Return
+94.32%
5 Year Return
–
10 Year Return
–
AUM
$440M
AUM Growth
–
Cap. Flow
+$440M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.76%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$26M |
| 2 |
Gilead Sciences
GILD
|
$20M |
| 3 |
Starbucks
SBUX
|
$19.3M |
| 4 |
Mastercard
MA
|
$18.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$18.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 24.61% |
| 2 | Consumer Discretionary | 20.54% |
| 3 | Healthcare | 14.65% |
| 4 | Technology | 11.94% |
| 5 | Financials | 9.42% |
