MGI
MayTech Global Investments Portfolio holdings
AUM
$965M
This Quarter Return
+19.35%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+22%)
Cap. Flow
+$8.91M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
62.76%
Holding
47
New
1
Increased
8
Reduced
18
Closed
1
Top Buys
| 1 |
BLUE
bluebird bio
BLUE
|
$3.88M |
| 2 |
Teladoc Health
TDOC
|
$3.56M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.49M |
| 4 |
NVIDIA
NVDA
|
$458K |
| 5 |
Mercado Libre
MELI
|
$298K |
Top Sells
| 1 |
Lumen
LUMN
|
$695K |
| 2 |
Mastercard
MA
|
$247K |
| 3 |
Amazon
AMZN
|
$205K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$120K |
| 5 |
Salesforce
CRM
|
$119K |
Sector Composition
| 1 | Financials | 21.65% |
| 2 | Consumer Discretionary | 21.6% |
| 3 | Technology | 19.47% |
| 4 | Healthcare | 19.35% |
| 5 | Communication Services | 16.9% |
