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
351
$16.4K 0.01%
966
+262
352
$16.3K 0.01%
281
+181
353
$16.3K 0.01%
813
+2
354
$16.2K 0.01%
175
355
$16K 0.01%
66
356
$15.9K 0.01%
78
357
$15.7K 0.01%
+436
358
$15.5K 0.01%
370
359
$15.3K 0.01%
266
+228
360
$15.2K 0.01%
779
+236
361
$14.9K 0.01%
751
+550
362
$14.7K 0.01%
+850
363
$14.5K 0.01%
320
364
$14.4K 0.01%
239
+139
365
$14.4K 0.01%
250
366
$14.3K 0.01%
276
-359
367
$14.2K 0.01%
290
368
$14K 0.01%
142
+1
369
$13.8K 0.01%
378
370
$13.7K 0.01%
+660
371
$13.6K 0.01%
300
372
$13.5K 0.01%
640
373
$13.5K 0.01%
1,228
374
$13.4K 0.01%
95
375
$13.4K 0.01%
+300