MCM

Maytus Capital Management Portfolio holdings

AUM $466M
1-Year Est. Return 67.84%
This Quarter Est. Return
1 Year Est. Return
+67.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.66M
3
+$5.76M
4
CSCO icon
Cisco
CSCO
+$5.31M
5
INTC icon
Intel
INTC
+$5.14M

Top Sells

1
+$6.99M
2
+$6.58M
3
+$6.17M
4
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$6.15M
5
V icon
Visa
V
+$5.64M

Sector Composition

1 Technology 71.5%
2 Consumer Discretionary 11.44%
3 Communication Services 10.8%
4 Industrials 2.75%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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