MGI
MayTech Global Investments Portfolio holdings
AUM
$965M
This Quarter Return
+6.9%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+5.2%)
Cap. Flow
-$111K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
63.64%
Holding
47
New
1
Increased
7
Reduced
19
Closed
–
Top Buys
| 1 |
Sea Limited
SE
|
$2.22M |
| 2 |
NVIDIA
NVDA
|
$230K |
| 3 |
Teladoc Health
TDOC
|
$141K |
| 4 |
DexCom
DXCM
|
$140K |
| 5 |
Booking.com
BKNG
|
$129K |
Top Sells
| 1 |
Mastercard
MA
|
$819K |
| 2 |
Amazon
AMZN
|
$553K |
| 3 |
Mercado Libre
MELI
|
$390K |
| 4 |
Baidu
BIDU
|
$335K |
| 5 |
Salesforce
CRM
|
$270K |
Sector Composition
| 1 | Consumer Discretionary | 22.9% |
| 2 | Financials | 22.55% |
| 3 | Healthcare | 19.69% |
| 4 | Technology | 18.23% |
| 5 | Communication Services | 15.62% |
