MGI
MayTech Global Investments Portfolio holdings
AUM
$965M
This Quarter Return
-3.41%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(-13%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
11.31%
Top 10 Holdings %
Top 10 Hldgs %
64.14%
Holding
72
New
1
Increased
5
Reduced
17
Closed
41
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$15.1M |
| 2 |
Novo Nordisk
NVO
|
$6.45M |
| 3 |
PayPal
PYPL
|
$1.71M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$3.51M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$2.85M |
| 3 |
WEC Energy
WEC
|
$1.75M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$1.74M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$1.52M |
Sector Composition
| 1 | Technology | 27.68% |
| 2 | Consumer Discretionary | 21.59% |
| 3 | Communication Services | 17.03% |
| 4 | Healthcare | 14.54% |
| 5 | Financials | 11.6% |
