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
$234M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.8M
3
+$10.8M
4
INTU icon
Intuit
INTU
+$10.1M
5
OKTA icon
Okta
OKTA
+$8.26M

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
– –
-21,500
52
– –
-21,500
53
– –
-12,750
54
– –
-70,000
55
– –
-33,500
56
– –
-75,840
1 2
3