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
76
$5K ﹤0.01%
+20
77
$5K ﹤0.01%
+61
78
$4K ﹤0.01%
+100
79
$3K ﹤0.01%
+75
80
$3K ﹤0.01%
163
+1
81
$3K ﹤0.01%
+60
82
$3K ﹤0.01%
+70
83
$3K ﹤0.01%
+140
84
$3K ﹤0.01%
4
85
$2K ﹤0.01%
+100
86
$2K ﹤0.01%
+17
87
$2K ﹤0.01%
+150
88
$2K ﹤0.01%
+100
89
$2K ﹤0.01%
+50
90
$2K ﹤0.01%
+50
91
$2K ﹤0.01%
+45
92
$1K ﹤0.01%
+100
93
$1K ﹤0.01%
+10
94
– –
-312
95
– –
-1,635
96
– –
-6,652
97
– –
-20
98
– –
-514
99
$0 ﹤0.01%
1
-1,119
100
$0 ﹤0.01%
1
-437
1 2 3
4
5