MCM

Maytus Capital Management Portfolio holdings

AUM $423M
1-Year Est. Return 66.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.4M
3
+$9.57M
4
INTU icon
Intuit
INTU
+$9.31M
5
OKTA icon
Okta
OKTA
+$7.72M

Top Sells

1
+$10.5M
2
+$9.26M
3
+$8.53M
4
COUP
Coupa Software Incorporated
COUP
+$8.23M
5
V icon
Visa
V
+$6.7M

Sector Composition

1 Technology 75.02%
2 Consumer Discretionary 12.28%
3 Communication Services 6.08%
4 Financials 3.99%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-52,500
52
– –
-25,000
53
– –
-30,000
54
– –
-30,000
55
– –
-57,000
56
– –
-75,840
1 2
3