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
$440M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$20M
3 +$19.3M
4
MA icon
Mastercard
MA
+$18.7M
5
GOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4K ﹤0.01%
+28
127
$4K ﹤0.01%
+338
128
$4K ﹤0.01%
+342
129
$4K ﹤0.01%
+659
130
$4K ﹤0.01%
+584
131
$4K ﹤0.01%
+133
132
$4K ﹤0.01%
+1,609
133
$4K ﹤0.01%
+227
134
$4K ﹤0.01%
+595
135
$4K ﹤0.01%
+1,414
136
$4K ﹤0.01%
+567
137
$4K ﹤0.01%
+931