MIC
Maxi Investments CY Portfolio holdings
AUM
$591M
This Quarter Return
-14.78%
1 Year Return
+15.21%
3 Year Return
+62.44%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$15.4M |
| 2 |
Amazon
AMZN
|
$12.7M |
| 3 |
Visa
V
|
$10.5M |
| 4 |
Meta Platforms (Facebook)
META
|
$10.5M |
| 5 |
PayPal
PYPL
|
$8.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 34.35% |
| 2 | Technology | 25.13% |
| 3 | Communication Services | 15.24% |
| 4 | Financials | 14.87% |
| 5 | Industrials | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Shift4
FOUR
$6.11B
| $321K | 0.17% |
+5,545
| New | +$321K |
|
52
Upstart Holdings
UPST
$6.74B
| $310K | 0.17% |
+2,050
| New | +$310K |
|
53
Microvision
MVIS
$343M
| $100K | 0.05% |
+20,000
| New | +$100K |
|