MCM

Maytus Capital Management Portfolio holdings

AUM $543M
1-Year Est. Return 54.54%
This Quarter Est. Return
1 Year Est. Return
+54.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$9.27M
3
+$8.7M
4
STM icon
STMicroelectronics
STM
+$7.57M
5
SWKS icon
Skyworks Solutions
SWKS
+$7.31M

Top Sells

1
+$11.5M
2
+$10.3M
3
+$8.1M
4
ON icon
ON Semiconductor
ON
+$6.83M
5
UBER icon
Uber
UBER
+$6.35M

Sector Composition

1 Technology 74.52%
2 Communication Services 13.13%
3 Consumer Discretionary 12.35%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.9%
+130,000
27
$4.64M 1.85%
+30,000
28
$4.59M 1.83%
+6,500
29
$4.33M 1.73%
+150,000
30
$4.25M 1.7%
250,000
-100,000
31
$4.22M 1.69%
70,000
-10,000
32
$4.17M 1.67%
+82,500
33
$4.12M 1.65%
70,000
34
$3.96M 1.58%
55,000
-37,500
35
$3.67M 1.46%
92,610
-33,075
36
$3.6M 1.44%
+100,000
37
$3.56M 1.42%
+210,000
38
$3.29M 1.31%
+15,000
39
$3.16M 1.26%
+28,000
40
$2.78M 1.11%
+45,000
41
$2.66M 1.06%
20,000
-25,000
42
$2.16M 0.86%
+30,000
43
$2M 0.8%
+19,000
44
$1.82M 0.73%
+22,500
45
$1.82M 0.73%
+45,000
46
$1.77M 0.71%
+19,500
47
$1.42M 0.57%
+18,000
48
$1.38M 0.55%
+9,000
49
$1.17M 0.47%
25,868
-44,132
50
$853K 0.34%
+10,000
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