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MSR

Main Street Research Portfolio holdings

AUM $1.72B
1-Year Est. Return 52.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$46.8M
2 +$40.7M
3 +$37.2M
4
BHP icon
BHP
BHP
+$36.7M
5
AAPL icon
Apple
AAPL
+$29.3M

Top Sells

1 +$52.7M
2 +$46.4M
3 +$42.1M
4
PLTR icon
Palantir
PLTR
+$41.7M
5
UBER icon
Uber
UBER
+$33.5M

Sector Composition

1 Technology 37.78%
2 Healthcare 8.82%
3 Financials 8.46%
4 Communication Services 8.15%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKNG icon
151
Booking.com
BKNG
$136B
-95,175
BN icon
152
Brookfield
BN
$103B
-4,628
GILD icon
153
Gilead Sciences
GILD
$154B
-1,829
HIMS icon
154
Hims & Hers Health
HIMS
$6.91B
-6,200
HUT
155
Hut 8
HUT
$13.7B
-8,986
IBM icon
156
IBM
IBM
$253B
-848
IBN icon
157
ICICI Bank
IBN
$100B
-1,022,131
ITOT icon
158
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
-3,405
LIN icon
159
Linde
LIN
$240B
-600