MIC

Maxi Investments CY Portfolio holdings

AUM $591M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$12.8M
3
+$11.7M
4
HPE icon
Hewlett Packard
HPE
+$10.1M
5
MU icon
Micron Technology
MU
+$9.01M

Top Sells

1
+$7.62M
2
+$7.54M
3
+$5.88M
4
F icon
Ford
F
+$5.58M
5
ASML icon
ASML
ASML
+$5.44M

Sector Composition

1 Technology 43.85%
2 Consumer Discretionary 21.58%
3 Communication Services 11.89%
4 Industrials 5.82%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.31%
15,480
+11,910
52
$1.36M 0.3%
+46,000
53
$1.36M 0.3%
+23,682
54
$1.32M 0.3%
6,200
+4,690
55
$1.31M 0.29%
5,549
-32,287
56
$1.25M 0.28%
1,157
57
$1.19M 0.27%
+10,900
58
$1.18M 0.26%
11,050
-10,220
59
$1.12M 0.25%
+7,400
60
$1.1M 0.25%
+11,100
61
$1.08M 0.24%
40,000
62
$1.08M 0.24%
15,450
+26
63
$1.02M 0.23%
+13,100
64
$1.01M 0.23%
1,700
+917
65
$1M 0.23%
32,430
-151,537
66
$983K 0.22%
+100,000
67
$979K 0.22%
+1,770
68
$974K 0.22%
47,010
69
$973K 0.22%
3,100
70
$956K 0.21%
+3,200
71
$954K 0.21%
+5,400
72
$925K 0.21%
+13,500
73
$920K 0.21%
+16,120
74
$920K 0.21%
8,595
75
$915K 0.21%
1,110
-7,128
1 2
3
4 5