MPCG
Matrix Private Capital Group Portfolio holdings
AUM
$170M
This Quarter Return
-14.34%
1 Year Return
+15.92%
3 Year Return
+56.25%
5 Year Return
+95.22%
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-14%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
38.08%
Holding
267
New
13
Increased
84
Reduced
74
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$1.38M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$843K |
| 3 |
ECC
Eagle Point Credit Co
ECC
|
$799K |
| 4 |
Blackstone
BX
|
$790K |
| 5 |
Walt Disney
DIS
|
$608K |
Top Sells
Sector Composition
| 1 | Financials | 6.69% |
| 2 | Technology | 6.18% |
| 3 | Healthcare | 4.22% |
| 4 | Energy | 3.71% |
| 5 | Communication Services | 2.61% |
