MTIP

Magee Thomson Investment Partners Portfolio holdings

AUM $259M
1-Year Est. Return 34.48%
This Quarter Est. Return
1 Year Est. Return
+34.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.8M
3
+$10.8M
4
UAA icon
Under Armour
UAA
+$10.6M
5
NXPI icon
NXP Semiconductors
NXPI
+$9.93M

Top Sells

1
+$16.9M
2
+$16.8M
3
+$11.7M
4
CSGP icon
CoStar Group
CSGP
+$10.8M
5
HXL icon
Hexcel
HXL
+$9.04M

Sector Composition

1 Healthcare 26.69%
2 Technology 23.79%
3 Communication Services 12.84%
4 Consumer Discretionary 11.71%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$145K 0.04%
+6,313
77
$144K 0.04%
4,610
+26
78
$143K 0.04%
16,030
79
$141K 0.03%
6,590
-33
80
$137K 0.03%
3,024
81
$133K 0.03%
1,250
82
$132K 0.03%
+4,950
83
$128K 0.03%
6,474
+1
84
$128K 0.03%
4,133
85
$128K 0.03%
1,522
86
$126K 0.03%
9,273
-1
87
$105K 0.03%
3,024
88
$96K 0.02%
7,057
+2,419
89
$89K 0.02%
8,167
90
$77K 0.02%
+5,459
91
$66K 0.02%
+826
92
$63K 0.02%
5,022
-51
93
$56K 0.01%
662
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94
$51K 0.01%
2,148
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95
$33K 0.01%
107
96
$28K 0.01%
143
97
$9K ﹤0.01%
213
+6
98
$9K ﹤0.01%
2,541
+373
99
$9K ﹤0.01%
1,839
-67
100
$9K ﹤0.01%
+25
2 3
4
5 6