MSG

Main Street Group Portfolio holdings

AUM $341M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$770K
3 +$549K
4
AAPL icon
Apple
AAPL
+$349K
5
PM icon
Philip Morris
PM
+$335K

Top Sells

1 +$775K
2 +$569K
3 +$535K
4
URTY icon
ProShares UltraPro Russell2000
URTY
+$504K
5
MSFT icon
Microsoft
MSFT
+$270K

Sector Composition

1 Technology 7.42%
2 Financials 3.06%
3 Consumer Staples 2.3%
4 Consumer Discretionary 2.04%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32.2K 0.01%
209
252
$31.8K 0.01%
400
+200
253
$31.6K 0.01%
290
254
$31.4K 0.01%
246
-10
255
$31.4K 0.01%
832
+487
256
$31.2K 0.01%
60
257
$31K 0.01%
1,975
+1,861
258
$30.9K 0.01%
1,682
-6,138
259
$30.7K 0.01%
790
260
$30.7K 0.01%
3,498
+1,045
261
$30.7K 0.01%
102
262
$30.5K 0.01%
422
-6
263
$30.4K 0.01%
670
+300
264
$30.3K 0.01%
627
265
$30.2K 0.01%
159
266
$29.5K 0.01%
87
267
$29.4K 0.01%
282
+22
268
$29.3K 0.01%
+1,043
269
$29K 0.01%
801
+601
270
$28.8K 0.01%
186
271
$28.6K 0.01%
8
272
$28.5K 0.01%
439
273
$28.5K 0.01%
304
274
$28.4K 0.01%
584
+234
275
$28K 0.01%
306