MGI
MayTech Global Investments Portfolio holdings
AUM
$965M
This Quarter Return
-23.74%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(-27%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-61.78%
Top 10 Holdings %
Top 10 Hldgs %
64.68%
Holding
76
New
–
Increased
21
Reduced
6
Closed
5
Top Buys
| 1 |
Illumina
ILMN
|
$4.2M |
| 2 |
Palo Alto Networks
PANW
|
$2.68M |
| 3 |
Amazon
AMZN
|
$1.65M |
| 4 |
PayPal
PYPL
|
$1.06M |
| 5 |
NVIDIA
NVDA
|
$582K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$213M |
| 2 |
Teladoc Health
TDOC
|
$10.8M |
| 3 |
Apple
AAPL
|
$5.67M |
| 4 |
Okta
OKTA
|
$4.99M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$163K |
Sector Composition
| 1 | Technology | 28.03% |
| 2 | Communication Services | 20.02% |
| 3 | Consumer Discretionary | 18.41% |
| 4 | Healthcare | 11.02% |
| 5 | Financials | 9.88% |
