MGI

MayTech Global Investments Portfolio holdings

AUM $965M
1-Year Est. Return 24.4%
This Quarter Est. Return
1 Year Est. Return
+24.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.49M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$827K
5
META icon
Meta Platforms (Facebook)
META
+$582K

Top Sells

1
+$3.19M
2
+$2.09M
3
+$1.84M
4
ZWRKU
Z-Work Acquisition Corp. Units
ZWRKU
+$981K
5
AAPL icon
Apple
AAPL
+$250K

Sector Composition

1 Technology 31.57%
2 Consumer Discretionary 20.66%
3 Communication Services 20.4%
4 Healthcare 13.42%
5 Financials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98K 0.02%
+800
52
$88K 0.02%
+400
53
$86K 0.02%
+1,607
54
$84K 0.02%
+500
55
$78K 0.02%
222
56
$74K 0.01%
646
57
$72K 0.01%
1,000
58
$66K 0.01%
490
59
$60K 0.01%
275
60
$59K 0.01%
375
61
$58K 0.01%
96
62
$57K 0.01%
916
63
$45K 0.01%
+804
64
$41K 0.01%
+354
65
$39K 0.01%
+500
66
$33K 0.01%
50
67
$31K 0.01%
350
68
$29K 0.01%
2,563
69
$25K 0.01%
424
70
$18K ﹤0.01%
300
71
$12K ﹤0.01%
333
72
$8K ﹤0.01%
+250
73
$8K ﹤0.01%
129
74
$7K ﹤0.01%
+1,300
75
$6K ﹤0.01%
145
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3
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